Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Buffer E (BAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAPR) during Q4 2024. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY BUFFER E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
139KNew |
$5.99M - $6.3M
|
139K
$6.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.1K+ 36.75% |
$649K - $682K
|
56.2K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
13.6KNew |
$584K - $614K
|
13.6K
$616K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.4K+ 8.33% |
$532K - $559K
|
161K
$7.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
8.82K+ 23.17% |
$379K - $398K
|
46.9K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.74KNew |
$332K - $349K
|
7.74K
$351K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.49K+ 2.18% |
$236K - $248K
|
257K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.07KNew |
$132K - $139K
|
3.07K
$139K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
2.6KNew |
$112K - $117K
|
2.6K
$118K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
711New |
$30.5K - $32.1K
|
711
$32.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
105+ 1.26% |
$4.51K - $4.74K
|
8.45K
$383K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
39New |
$1.68K - $1.76K
|
39
$1.77K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-2- 0.02% |
$85.9 - $90.3
|
9.53K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-36- 0.39% |
$1.55K - $1.63K
|
9.23K
$418K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-87- 0.74% |
$3.74K - $3.93K
|
11.7K
$529K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-146- 1.15% |
$6.27K - $6.59K
|
12.6K
$571K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-658- 6.16% |
$28.3K - $29.7K
|
10K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-736- 1.65% |
$31.6K - $33.2K
|
44K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 52.94% |
$43K - $45.2K
|
889
$40.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.29K- 13.81% |
$55.2K - $58K
|
8.02K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.35K- 4.46% |
$58.1K - $61K
|
29K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.79K- 7.3% |
$77.1K - $81K
|
22.8K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.16K- 3.44% |
$92.9K - $97.6K
|
60.7K
$2.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.23K- 3.2% |
$95.7K - $101K
|
67.4K
$3.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.8K- 2.69% |
$120K - $126K
|
101K
$4.58M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.49K- 1.83% |
$150K - $158K
|
188K
$8.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.43K- 8.92% |
$190K - $200K
|
45.3K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-6.17K- 56.34% |
$265K - $278K
|
4.78K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11K- 57.28% |
$472K - $496K
|
8.2K
$372K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-34.5K- 44.13% |
$1.48M - $1.56M
|
43.7K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-342K- 83.48% |
$14.7M - $15.4M
|
67.6K
$3.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-372K- 92.49% |
$16M - $16.8M
|
30.2K
$1.37M
|