Purchases and Sales Made in Q3 2025 in Innovator U.S. Equity Buffer E (BOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BOCT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
123K+ 1400.54% |
$5.58M - $5.95M
|
132K
$6.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.1K+ 58.16% |
$1.91M - $2.04M
|
115K
$5.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
41.6KNew |
$1.89M - $2.02M
|
41.6K
$2.02M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
30.1KNew |
$1.37M - $1.46M
|
30.1K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.9KNew |
$767K - $818K
|
16.9K
$821K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.3KNew |
$694K - $741K
|
15.3K
$743K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
14.7KNew |
$666K - $711K
|
14.7K
$713K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.74K+ 10.37% |
$442K - $471K
|
104K
$5.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
9.46KNew |
$429K - $458K
|
9.46K
$459K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.65K+ 23.36% |
$347K - $370K
|
40.4K
$1.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.9K+ 10.84% |
$313K - $334K
|
70.6K
$3.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.65K+ 1.21% |
$211K - $225K
|
389K
$18.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.48KNew |
$203K - $217K
|
4.48K
$218K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.32KNew |
$196K - $209K
|
4.32K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
4.27K+ 33.08% |
$194K - $207K
|
17.2K
$833K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.2KNew |
$191K - $203K
|
4.2K
$204K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.56K+ 30.49% |
$162K - $172K
|
15.2K
$740K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.76KNew |
$125K - $134K
|
2.76K
$134K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.23K+ 0.84% |
$101K - $108K
|
267K
$13M
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2.05K+ 9.35% |
$93K - $99.3K
|
24K
$1.16M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.14K+ 2.84% |
$51.5K - $55K
|
41.2K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
781+ 2.05% |
$35.4K - $37.8K
|
38.9K
$1.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
574+ 4.93% |
$26K - $27.8K
|
12.2K
$593K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
400+ 4.9% |
$18.1K - $19.4K
|
8.56K
$416K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
370New |
$16.8K - $17.9K
|
370
$18K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
362+ 0.94% |
$16.4K - $17.5K
|
38.9K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
351+ 14.33% |
$15.9K - $17K
|
2.8K
$136K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
290+ 4.38% |
$13.2K - $14K
|
6.92K
$336K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
215+ 0.59% |
$9.75K - $10.4K
|
36.4K
$1.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
165+ 0.97% |
$7.49K - $7.99K
|
17.2K
$835K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
156+ 2.34% |
$7.08K - $7.55K
|
6.82K
$331K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
57+ 0.3% |
$2.59K - $2.76K
|
18.9K
$917K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13+ 0.04% |
$590 - $629
|
33.9K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$45.4 - $48.4
|
15.3K
$742K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.01% |
$45.4 - $48.4
|
6.89K
$334K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20- 0.31% |
$907 - $968
|
6.49K
$315K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-37- 0.43% |
$1.68K - $1.79K
|
8.56K
$415K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-100- 0.48% |
$4.54K - $4.84K
|
20.8K
$1.01M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-136- 2.12% |
$6.17K - $6.59K
|
6.29K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-372- 4.9% |
$16.9K - $18K
|
7.22K
$351K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-415- 1.1% |
$18.8K - $20.1K
|
37.4K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-947- 2.3% |
$43K - $45.9K
|
40.2K
$1.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1K- 10.38% |
$45.4K - $48.4K
|
8.64K
$419K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.13K- 2.0% |
$51.4K - $54.9K
|
55.7K
$2.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.21K- 1.8% |
$54.8K - $58.5K
|
65.9K
$3.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.26K- 30.32% |
$57K - $60.8K
|
2.89K
$140K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.33K- 18.45% |
$60.2K - $64.3K
|
5.87K
$285K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.47K- 3.66% |
$66.6K - $71.1K
|
38.6K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.7K- 6.93% |
$77K - $82.2K
|
22.8K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.29K- 18.58% |
$104K - $111K
|
10K
$487K
|
|