Purchases and Sales Made in Q3 2025 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
542K+ 7118.41% |
$25.5M - $26.9M
|
549K
$27.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
42KNew |
$1.98M - $2.09M
|
42K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.3K+ 46.66% |
$1.81M - $1.9M
|
120K
$5.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.2K+ 15.99% |
$1.47M - $1.55M
|
226K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.7K+ 15.79% |
$1.12M - $1.17M
|
174K
$8.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.6KNew |
$1.02M - $1.07M
|
21.6K
$1.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.4K+ 31.3% |
$869K - $916K
|
77.4K
$3.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.3K+ 76.25% |
$815K - $858K
|
39.9K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 41.92% |
$784K - $825K
|
56.3K
$2.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
15.7KNew |
$739K - $778K
|
15.7K
$780K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3KNew |
$723K - $761K
|
15.3K
$763K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.9KNew |
$702K - $739K
|
14.9K
$741K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
12.7KNew |
$597K - $629K
|
12.7K
$630K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2K+ 21.36% |
$479K - $504K
|
57.7K
$2.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
10.1KNew |
$477K - $502K
|
10.1K
$503K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
9.59K+ 29.62% |
$452K - $476K
|
42K
$2.09M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.82KNew |
$416K - $438K
|
8.82K
$439K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
8.17K+ 929.95% |
$385K - $405K
|
9.04K
$450K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
7.37KNew |
$348K - $366K
|
7.37K
$367K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.33K+ 614.0% |
$345K - $364K
|
8.52K
$424K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.99K+ 16.5% |
$330K - $347K
|
49.4K
$2.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
6.97KNew |
$328K - $346K
|
6.97K
$347K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.47K+ 2.46% |
$305K - $321K
|
269K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.82KNew |
$275K - $289K
|
5.82K
$290K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.4KNew |
$255K - $268K
|
5.4K
$269K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.53K+ 1.21% |
$213K - $225K
|
379K
$18.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.45K+ 59.66% |
$210K - $221K
|
11.9K
$593K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.43KNew |
$209K - $220K
|
4.43K
$220K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4.38KNew |
$207K - $218K
|
4.38K
$218K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.38KNew |
$206K - $217K
|
4.38K
$218K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.19KNew |
$197K - $208K
|
4.19K
$208K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.84KNew |
$181K - $191K
|
3.84K
$191K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.84K+ 30.06% |
$181K - $190K
|
16.6K
$826K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.81K+ 66.98% |
$180K - $189K
|
9.5K
$473K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.37K+ 29.37% |
$159K - $167K
|
14.8K
$737K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.22K+ 85.53% |
$152K - $160K
|
6.97K
$347K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.9K+ 12.06% |
$137K - $144K
|
26.9K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.11K+ 41.38% |
$99.5K - $105K
|
7.21K
$359K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.49K+ 6.95% |
$70K - $73.7K
|
22.9K
$1.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.22K+ 3.28% |
$57.4K - $60.4K
|
38.4K
$1.91M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.1K+ 18.18% |
$51.9K - $54.7K
|
7.16K
$356K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
873+ 3.28% |
$41.2K - $43.4K
|
27.5K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
710+ 5.94% |
$33.5K - $35.3K
|
12.7K
$630K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
614+ 2.2% |
$28.9K - $30.5K
|
28.5K
$1.42M
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
500New |
$23.6K - $24.8K
|
500
$24.9K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
315+ 0.18% |
$14.8K - $15.6K
|
174K
$8.67M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
138+ 2.34% |
$6.51K - $6.85K
|
6.03K
$300K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
135+ 0.54% |
$6.36K - $6.7K
|
25.2K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36- 1.75% |
$1.7K - $1.79K
|
2.02K
$101K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37- 0.07% |
$1.74K - $1.84K
|
52.7K
$2.62M
|
|