Institutional Ownership Innovator U.S. Equity Buffer E (BNOV)

BNOV Quotes by TradingView

This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BNOV). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 3.49 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.

Holding Report Date shares Held Holding Value (Reported) Last Trade Trade History
Morgan Stanley

New York, NY

 		Feb 14, 2025 Q4 2024
3,742
shares
$141,335 0.0% of portfolio
Q3 2024 Reduced 44.5%
Sugarloaf Wealth Management, LLC

Jan 10, 2025 Q4 2024
2,919
shares
$110,250 0.02% of portfolio
Q4 2022 Added 629.75%
Trustcore Financial Services, LLC

Feb 13, 2023 Q4 2022
2,725
shares
$102,923 0.01% of portfolio
Q4 2022 New holding
Bellwether Advisors, LLC

May 07, 2025 Q1 2025
2,714
shares
$102,507 0.02% of portfolio
Q4 2024 New holding
Covington Capital Management

Nov 14, 2022 Q3 2022
2,575
shares
$97,257 0.0% of portfolio
Q3 2022 Added 63.49%
Wealth Shield Partners, LLC

Cary, NC

 		May 09, 2025 Q1 2025
2,300
shares
$86,871 0.01% of portfolio
Q1 2023 New holding
Ifp Advisors, Inc

May 05, 2025 Q1 2025
1,370
shares
$51,744 0.0% of portfolio
Q4 2024 Added 34.31%
Wood Tarver Financial Group, LLC

Boise, ID

 		Apr 29, 2025 Q1 2025
1,101
shares
$41,584 0.02% of portfolio
Q1 2025 Reduced 2.31%
American Portfolios Advisors

Holbrook, NY

 		Mar 17, 2023 Q3 2022
1,100
shares
$41,547 0.0% of portfolio
Q1 2020 Reduced 82.36%
Creative Financial Designs Inc

Apr 23, 2025 Q1 2025
1,000
shares
$37,770 0.0% of portfolio
Q4 2022 New holding
Kistler Tiffany Companies, LLC

Berwyn, PA

 		Aug 01, 2023 Q2 2023
680
shares
$25,683 0.0% of portfolio
Q4 2021 New holding
Sound Income Strategies, LLC

Apr 17, 2025 Q1 2025
220
shares
$8,309 0.0% of portfolio
Q3 2022 Reduced 91.26%
Concourse Financial Group Securities, Inc.

Birmingham, AL

 		Feb 13, 2025 Q4 2024
0
shares
$0 0.0% of portfolio
Q4 2024 New holding

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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