Purchases and Sales Made in Q4 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 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 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-738- 70.35% |
$32K - $33.5K
|
311
$13.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-780- 11.14% |
$33.8K - $35.4K
|
6.22K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-828- 12.16% |
$35.9K - $37.6K
|
5.98K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-846- 2.78% |
$36.7K - $38.4K
|
29.6K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-965- 2.91% |
$41.8K - $43.8K
|
32.2K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.12K- 3.67% |
$48.4K - $50.7K
|
29.3K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.81K- 5.49% |
$78.5K - $82.3K
|
31.2K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.91K- 4.56% |
$82.8K - $86.8K
|
40K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 10.44% |
$82.8K - $86.8K
|
16.4K
$713K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.46K- 16.47% |
$107K - $112K
|
12.5K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.53K- 23.19% |
$110K - $115K
|
8.39K
$364K
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.64K- 24.39% |
$114K - $120K
|
8.18K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.91K- 28.2% |
$126K - $132K
|
7.41K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.17K- 2.12% |
$137K - $144K
|
146K
$6.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.35K- 6.2% |
$145K - $152K
|
50.6K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.55K- 5.57% |
$154K - $161K
|
60.3K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.6K- 3.81% |
$156K - $164K
|
91K
$3.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.88K- 13.41% |
$168K - $176K
|
25.1K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.03K- 98.92% |
$175K - $183K
|
44
$1.91K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.67K- 7.18% |
$202K - $212K
|
60.4K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.13K- 55.36% |
$222K - $233K
|
4.14K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.72K- 9.2% |
$291K - $305K
|
66.3K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.93K- 32.87% |
$387K - $406K
|
18.2K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.4K- 42.77% |
$451K - $473K
|
13.9K
$606K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.9K- 7.83% |
$644K - $675K
|
175K
$7.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26.2K- 74.55% |
$1.13M - $1.19M
|
8.93K
$388K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-46.6K- 53.91% |
$2.02M - $2.12M
|
39.8K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-63.5K- 91.15% |
$2.75M - $2.88M
|
6.16K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-360K- 62.56% |
$15.6M - $16.3M
|
215K
$9.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-362K- 96.58% |
$15.7M - $16.4M
|
12.8K
$556K
|