Purchases and Sales Made in Q2 2025 in Innovator U.S. Equity Buffer E (BJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJAN) during Q2 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY BUFFER E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
154K+ 950.21% |
$6.55M - $7.73M
|
170K
$9.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
105K+ 19.04% |
$4.46M - $5.26M
|
655K
$35M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.8K+ 32.34% |
$1.36M - $1.6M
|
130K
$6.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
27.9K+ 5.76% |
$1.19M - $1.4M
|
513K
$27.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
27.9KNew |
$1.19M - $1.4M
|
27.9K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18.9KNew |
$803K - $947K
|
18.9K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.8KNew |
$714K - $842K
|
16.8K
$896K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11K+ 12.51% |
$470K - $555K
|
99.4K
$5.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.24K+ 1727.1% |
$393K - $464K
|
9.78K
$522K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
9.21K+ 12.38% |
$392K - $463K
|
83.6K
$4.47M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.73K+ 3.74% |
$201K - $237K
|
131K
$7.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.68K+ 14.88% |
$199K - $235K
|
36.1K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.05KNew |
$172K - $203K
|
4.05K
$216K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.93KNew |
$167K - $197K
|
3.93K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.67K+ 30.15% |
$156K - $184K
|
15.8K
$846K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.52K+ 3.59% |
$150K - $177K
|
101K
$5.42M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.17K+ 31.0% |
$135K - $159K
|
13.4K
$716K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.49K+ 4.74% |
$106K - $125K
|
55.1K
$2.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.41K+ 76.44% |
$103K - $121K
|
5.57K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.55K+ 3.12% |
$66.1K - $77.9K
|
51.3K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.42K+ 4746.67% |
$60.6K - $71.5K
|
1.45K
$77.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.41K+ 2.57% |
$60.2K - $71K
|
56.4K
$3.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.13KNew |
$48.1K - $56.7K
|
1.13K
$60.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06K+ 36.11% |
$45.3K - $53.4K
|
4.01K
$214K
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
930+ 0.83% |
$39.6K - $46.7K
|
113K
$6.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
808+ 0.84% |
$34.4K - $40.6K
|
97.2K
$5.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
688+ 5.61% |
$29.3K - $34.6K
|
12.9K
$692K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
685+ 138.38% |
$29.2K - $34.4K
|
1.18K
$63.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
612+ 48.76% |
$26.1K - $30.7K
|
1.87K
$99.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
396+ 2.36% |
$16.9K - $19.9K
|
17.1K
$916K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
387+ 1.5% |
$16.5K - $19.4K
|
26.2K
$1.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
99+ 0.25% |
$4.22K - $4.97K
|
39.8K
$2.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
77+ 1.27% |
$3.28K - $3.87K
|
6.15K
$329K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
26+ 0.01% |
$1.11K - $1.31K
|
249K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 0.11% |
$468 - $552
|
10.3K
$549K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28- 0.18% |
$1.19K - $1.41K
|
15.6K
$836K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-32- 0.07% |
$1.36K - $1.61K
|
46.5K
$2.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-43- 0.45% |
$1.83K - $2.16K
|
9.49K
$507K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-47- 0.54% |
$2K - $2.36K
|
8.58K
$459K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-55- 0.46% |
$2.34K - $2.76K
|
11.9K
$638K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-92- 0.68% |
$3.92K - $4.62K
|
13.4K
$716K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-141- 0.33% |
$6K - $7.08K
|
42.7K
$2.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-150- 0.66% |
$6.39K - $7.53K
|
22.5K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-165- 2.56% |
$7.03K - $8.29K
|
6.27K
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-185- 0.67% |
$7.88K - $9.29K
|
27.3K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-214- 3.23% |
$9.11K - $10.7K
|
6.42K
$343K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-269- 1.61% |
$11.5K - $13.5K
|
16.5K
$880K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-360- 0.72% |
$15.3K - $18.1K
|
49.8K
$2.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-375- 0.79% |
$16K - $18.8K
|
47.1K
$2.52M
|
|