Mattson Financial Services, LLC Innovator U.S. Equity Buffer E Transaction History

Mattson Financial Services, LLC

$418 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$38.86 - $45.19 $389,066 - $452,442	10,012 New	10,012 $452 Million

Others Institutions Holding BAPR

# of Institutions

102

Shares Held

5.48M

Call Options Held

0

Put Options Held

0

Stuart Chaussee & Associates, Inc.

2.2M
Shares

$104 Million
38.58% of portfolio
Penserra Capital Management LLC Orinda, CA

386K
Shares

$18.2 Million
0.24% of portfolio
Cerity Partners LLC New York, NY

339K
Shares

$16 Million
0.03% of portfolio
Integral Investment Advisors, Inc.

274K
Shares

$12.9 Million
3.58% of portfolio
High Tower Advisors, LLC Chicago, IL

183K
Shares

$8.61 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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