Institutional Ownership Innovator U.S. Equity Buffer E (BAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAPR). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 4.59 Million shares, which have been reported (via 13F filing form) to have a value of $201 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
409,365
shares
|
$17.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
402,595
shares
|
$17.6 Million
0.29% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
269,420
shares
|
$11.8 Million
1.76% of portfolio
|
Q2 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
246,432
shares
|
$10.8 Million
3.82% of portfolio
|
Q2 2024
Added 3.44%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
241,350
shares
|
$10.6 Million
0.13% of portfolio
|
Q2 2024
Added 10.77%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
201,733
shares
|
$8.83 Million
0.02% of portfolio
|
Q2 2024
Added 478.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
190,641
shares
|
$8.34 Million
0.01% of portfolio
|
Q2 2024
Added 13.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
168,288
shares
|
$7.36 Million
0.02% of portfolio
|
Q2 2024
Added 68.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
165,966
shares
|
$7.26 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
155,458
shares
|
$6.8 Million
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,724
shares
|
$5.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
109,335
shares
|
$4.78 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
103,897
shares
|
$4.55 Million
1.56% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
99,419
shares
|
$4.35 Million
2.22% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
96,343
shares
|
$4.22 Million
0.28% of portfolio
|
Q2 2024
Added 187.94%
|
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
82,688
shares
|
$3.62 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
82,620
shares
|
$3.62 Million
2.09% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
79,138
shares
|
$3.46 Million
0.0% of portfolio
|
Q2 2024
Added 29.02%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
74,494
shares
|
$3.26 Million
0.83% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
69,588
shares
|
$3.05 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
59,640
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2024
Added 57.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
57,931
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.55%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
50,745
shares
|
$2.22 Million
0.23% of portfolio
|
Q2 2024
Added 9.06%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
49,719
shares
|
$2.18 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
49,012
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2024
Added 12.58%
|