Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Buffer E (BJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-607- 4.83% |
$22.5K - $24.5K
|
12K
$520K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-733- 74.27% |
$27.2K - $29.6K
|
254
$11K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-747- 5.26% |
$27.7K - $30.1K
|
13.4K
$584K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-797- 5.06% |
$29.5K - $32.1K
|
14.9K
$650K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-863- 4.98% |
$32K - $34.8K
|
16.5K
$715K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-939- 2.13% |
$34.8K - $37.9K
|
43.2K
$1.88M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.09K- 1.77% |
$40.4K - $44K
|
60.6K
$2.63M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1.13K- 15.7% |
$42K - $45.7K
|
6.09K
$265K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.24K- 2.09% |
$45.8K - $49.8K
|
57.9K
$2.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 11.89% |
$55.4K - $60.3K
|
11.1K
$481K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.32K- 1.44% |
$85.8K - $93.4K
|
159K
$6.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.34K- 8.62% |
$86.9K - $94.5K
|
24.8K
$1.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-2.37K- 11.31% |
$87.6K - $95.4K
|
18.5K
$806K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.46K- 5.13% |
$91.1K - $99.1K
|
45.5K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.87K- 36.59% |
$106K - $116K
|
4.97K
$216K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.41K- 39.28% |
$126K - $138K
|
5.28K
$229K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.85K- 51.82% |
$254K - $276K
|
6.37K
$277K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.81K- 29.25% |
$289K - $315K
|
18.9K
$821K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.82K- 13.46% |
$290K - $316K
|
50.3K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.81K- 49.31% |
$327K - $355K
|
9.06K
$394K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 29.87% |
$421K - $458K
|
26.6K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12K- 2.42% |
$444K - $483K
|
482K
$21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.5K- 34.89% |
$463K - $504K
|
23.3K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-24.8K- 81.98% |
$919K - $1M
|
5.45K
$237K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.3K- 37.84% |
$1.2M - $1.3M
|
53.1K
$2.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-38K- 98.67% |
$1.41M - $1.53M
|
514
$22.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-55.8K- 72.05% |
$2.07M - $2.25M
|
21.7K
$942K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-123K- 74.34% |
$4.56M - $4.96M
|
42.5K
$1.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-202K- 96.74% |
$7.47M - $8.13M
|
6.81K
$296K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-292K- 79.9% |
$10.8M - $11.8M
|
73.5K
$3.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.83M- 98.38% |
$67.7M - $73.7M
|
30.1K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.95M- 88.55% |
$72.5M - $78.8M
|
253K
$11M
|