Institutional Ownership Innovator U.S. Equity Buffer E (BMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAY). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 2.56 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
5,085
shares
|
$203,094
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,294
shares
|
$171,502
0.01% of portfolio
|
Q4 2023
Reduced 31.34%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,640
shares
|
$145,381
0.0% of portfolio
|
Q4 2024
Reduced 25.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,919
shares
|
$116,584
0.0% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,640
shares
|
$105,441
0.0% of portfolio
|
Q2 2023
Added 3.94%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
1,629
shares
|
$65,062
0.04% of portfolio
|
Q3 2022
Reduced 33.48%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,497
shares
|
$59,790
0.0% of portfolio
|
Q4 2024
Reduced 25.04%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,300
shares
|
$51,922
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
930
shares
|
$37,144
0.02% of portfolio
|
Q2 2024
Reduced 37.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
750
shares
|
$29,955
0.0% of portfolio
|
Q3 2024
Reduced 90.96%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
634
shares
|
$25,321
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
451
shares
|
$18,012
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
198
shares
|
$7,908
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
97
shares
|
$3,874
0.01% of portfolio
|
Q4 2024
Reduced 64.34%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
85
shares
|
$3,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
26
shares
|
$1,038
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|