Institutional Ownership Innovator U.S. Equity Buffer E (BNOV)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BNOV). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $79.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
8,175
shares
|
$318,906
0.13% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
8,059
shares
|
$314,381
0.31% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
7,849
shares
|
$306,189
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
7,707
shares
|
$300,650
0.08% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
7,160
shares
|
$279,311
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
6,773
shares
|
$264,214
0.02% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
6,738
shares
|
$262,849
0.0% of portfolio
|
Q3 2024
Reduced 28.76%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
6,459
shares
|
$251,965
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,113
shares
|
$238,468
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,073
shares
|
$236,907
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
5,453
shares
|
$212,721
0.06% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,666
shares
|
$182,020
0.01% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,287
shares
|
$167,235
0.0% of portfolio
|
Q3 2024
Added 606.26%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,742
shares
|
$145,975
0.0% of portfolio
|
Q3 2024
Reduced 44.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,290
shares
|
$128,342
0.0% of portfolio
|
Q4 2023
Added 22.58%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,919
shares
|
$113,870
0.02% of portfolio
|
Q4 2022
Added 629.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,725
shares
|
$106,302
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,575
shares
|
$100,450
0.0% of portfolio
|
Q3 2022
Added 63.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
2,300
shares
|
$89,723
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,100
shares
|
$42,911
0.0% of portfolio
|
Q1 2020
Reduced 82.36%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,020
shares
|
$39,790
0.0% of portfolio
|
Q4 2023
Reduced 10.53%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$39,010
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,000
shares
|
$39,010
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
680
shares
|
$26,526
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
500
shares
|
$19,505
0.01% of portfolio
|
Q2 2024
Reduced 66.67%
|