Evolution Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History

Evolution Wealth Advisors, LLC

$695 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	BUY	$31.24 - $32.32 $539,983 - $558,651	17,285 New	17,285 $540,000

Others Institutions Holding BSEP

# of Institutions

111

Shares Held

4.23M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

561K
Shares

$27.1 Million
0.38% of portfolio
Outlook Wealth Advisors, LLC

406K
Shares

$19.6 Million
5.93% of portfolio
Penserra Capital Management LLC Orinda, CA

392K
Shares

$19 Million
0.25% of portfolio
Commonwealth Equity Services, LLC

290K
Shares

$14 Million
0.02% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

255K
Shares

$12.3 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
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