Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
53.8KNew |
$2.63M - $2.71M
|
53.8K
$2.67M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
851+ 5.74% |
$41.7K - $42.9K
|
15.7K
$780K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18+ 0.14% |
$882 - $906
|
12.7K
$634K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$49 - $50.4
|
27.5K
$1.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-34- 0.28% |
$1.67K - $1.71K
|
12.2K
$605K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-80- 8.42% |
$3.92K - $4.03K
|
870
$43.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 0.98% |
$4.9K - $5.04K
|
10.1K
$503K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-361- 8.15% |
$17.7K - $18.2K
|
4.07K
$202K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-638- 5.04% |
$31.3K - $32.1K
|
12K
$598K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.31K- 3.11% |
$64K - $65.8K
|
40.7K
$2.02M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2K- 5.01% |
$98K - $101K
|
37.9K
$1.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.43K- 53.67% |
$266K - $273K
|
4.69K
$233K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-524K- 95.37% |
$25.7M - $26.4M
|
25.4K
$1.26M
|
|