Advisory Alpha, LLC Innovator U.S. Equity Buffer E Transaction History

Advisory Alpha, LLC

$1.6 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	SELL	$32.54 - $33.67 $2.83 Million - $2.93 Million	-87,015 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$31.35 - $32.83 $2.73 Million - $2.86 Million	87,015 New	87,015 $2.86 Million

Others Institutions Holding BMAR

# of Institutions

109

Shares Held

2.65M

Call Options Held

0

Put Options Held

0

Outlook Wealth Advisors, LLC

415K
Shares

$18.1 Million
6.33% of portfolio
Penserra Capital Management LLC Orinda, CA

332K
Shares

$14.4 Million
0.28% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

138K
Shares

$6.01 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

120K
Shares

$5.22 Million
0.01% of portfolio
Retirement Planning Group

115K
Shares

$5.01 Million
0.35% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BMAR
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