Purchases and Sales Made in Q4 2025 in Innovator U.S. Equity Buffer E (BMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAR) 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
|
- |
48.3KNew |
$2.47M - $2.53M
|
48.3K
$2.51M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
10.7K+ 100.0% |
$546K - $560K
|
21.4K
$1.11M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.88KNew |
$198K - $203K
|
3.88K
$201K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
700New |
$35.8K - $36.6K
|
700
$36.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
105+ 2.2% |
$5.36K - $5.5K
|
4.89K
$254K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4- 0.61% |
$204 - $209
|
650
$33.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.67% |
$1.74K - $1.78K
|
5.06K
$262K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-40- 0.66% |
$2.04K - $2.09K
|
6K
$311K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-148- 7.21% |
$7.56K - $7.75K
|
1.9K
$98.8K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-199- 1.33% |
$10.2K - $10.4K
|
14.7K
$763K
|
|
|
Jan 23, 2026
Q4 2025
|
Castellan Group
Louisville, KY |
SELL
|
- |
-200- 2.52% |
$10.2K - $10.5K
|
7.73K
$401K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-765- 3.62% |
$39.1K - $40K
|
20.4K
$1.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.29K- 3.84% |
$66K - $67.6K
|
32.3K
$1.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.93K- 12.25% |
$201K - $206K
|
28.1K
$1.46M
|
|