Institutional Ownership Innovator U.S. Equity Buffer E (BAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAUG). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 2.85 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,941
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 182.34%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
4,938
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
4,808
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
4,742
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 41.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
4,218
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 96.04%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
3,111
shares
|
$0
0.11% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
2,997
shares
|
$0
0.1% of portfolio
|
Q3 2024
Added 132.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,700
shares
|
$0
0.0% of portfolio
|
Q4 2022
Reduced 86.77%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,566
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,075
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 21.82%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
865
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
800
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
600
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$0
0.0% of portfolio
|
Q3 2021
Added 66.67%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
456
shares
|
$0
0.01% of portfolio
|
Q3 2023
Reduced 0.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
444
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 72.99%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
403
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 31.35%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
372
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 45.69%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
363
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 60.63%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
151
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 43.81%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
63
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|