Cwm, LLC Innovator U.S. Equity Buffer E Transaction History

Cwm, LLC

$23.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 11, 2023	SELL	$33.54 - $35.45 $22,002 - $23,255	-656 Reduced 85.75%	109 $4,000
Q2 2023 Aug 03, 2023	BUY	$31.78 - $34.45 $24,311 - $26,354	765 New	765 $26,000

Others Institutions Holding BSEP

# of Institutions

102

Shares Held

3.05M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

398K
Shares

$16.7 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

326K
Shares

$13.7 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

245K
Shares

$10.3 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

162K
Shares

$6.79 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

135K
Shares

$5.68 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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