Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Buffer E (BJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJAN) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-437- 0.49% |
$18.6K - $21.9K
|
89.1K
$4.76M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-440- 0.27% |
$18.7K - $22.1K
|
165K
$8.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-457- 3.24% |
$19.5K - $23K
|
13.7K
$731K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-534- 0.83% |
$22.7K - $26.8K
|
63.8K
$3.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-535- 5.1% |
$22.8K - $26.9K
|
9.95K
$532K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-553- 7.92% |
$23.5K - $27.8K
|
6.43K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-680- 2.45% |
$29K - $34.1K
|
27.1K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-691- 27.02% |
$29.4K - $34.7K
|
1.87K
$99.7K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-725- 6.43% |
$30.9K - $36.4K
|
10.6K
$564K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-767- 9.51% |
$32.7K - $38.5K
|
7.3K
$390K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-818- 13.44% |
$34.8K - $41.1K
|
5.27K
$282K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-823- 7.23% |
$35K - $41.3K
|
10.6K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-942- 3.15% |
$40.1K - $47.3K
|
28.9K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1K- 10.63% |
$42.6K - $50.2K
|
8.41K
$450K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.1K- 36.55% |
$46.9K - $55.3K
|
1.91K
$102K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.1K- 15.15% |
$46.9K - $55.3K
|
6.17K
$330K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.46K- 4.55% |
$62K - $73.2K
|
30.6K
$1.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.48K- 11.44% |
$63K - $74.3K
|
11.5K
$613K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.47K- 3.16% |
$105K - $124K
|
75.5K
$4.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.68K- 2.43% |
$157K - $185K
|
148K
$7.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.57K- 49.05% |
$194K - $229K
|
4.74K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-4.63K- 27.89% |
$197K - $233K
|
12K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.08K- 13.75% |
$344K - $406K
|
50.7K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.7K- 12.22% |
$584K - $688K
|
98.4K
$5.26M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-17.9K- 70.5% |
$764K - $901K
|
7.51K
$401K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-28.5K- 7.59% |
$1.21M - $1.43M
|
347K
$18.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-34.2K- 88.31% |
$1.46M - $1.72M
|
4.53K
$242K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-39.5K- 29.53% |
$1.68M - $1.99M
|
94.4K
$5.04M
|
|