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 106 institutions that hold shares in the stock, with a total of 3.56 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
6,715
shares
|
$304,726
0.0% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
6,331
shares
|
$287,300
0.02% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
6,117
shares
|
$277,589
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
5,857
shares
|
$265,790
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
5,733
shares
|
$260,163
0.07% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,352
shares
|
$242,873
0.04% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
5,248
shares
|
$238,154
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,021
shares
|
$227,852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
4,854
shares
|
$220,274
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
4,779
shares
|
$216,871
0.14% of portfolio
|
Q4 2024
Reduced 56.34%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
3,922
shares
|
$177,980
0.11% of portfolio
|
Q4 2023
Reduced 16.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,642
shares
|
$165,273
0.0% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,278
shares
|
$148,755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
3,073
shares
|
$139,452
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,832
shares
|
$128,516
0.01% of portfolio
|
Q2 2024
Added 3945.71%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
2,670
shares
|
$121,164
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
2,600
shares
|
$117,988
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,540
shares
|
$115,265
0.0% of portfolio
|
Q3 2024
Reduced 90.04%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,137
shares
|
$96,977
0.06% of portfolio
|
Q3 2024
Reduced 27.36%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,356
shares
|
$61,535
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,300
shares
|
$58,994
0.0% of portfolio
|
Q3 2022
Added 23.81%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,250
shares
|
$56,725
0.0% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
889
shares
|
$40,342
0.0% of portfolio
|
Q4 2024
Reduced 52.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
711
shares
|
$32,265
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
600
shares
|
$27,228
0.0% of portfolio
|
Q2 2023
New holding
|