Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
41.9KNew |
$2.19M - $2.25M
|
41.9K
$2.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.26KNew |
$223K - $229K
|
4.26K
$228K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.96K+ 13.16% |
$155K - $159K
|
25.4K
$1.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.87K+ 6.7% |
$98.1K - $101K
|
29.8K
$1.6M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
651+ 4.71% |
$34.1K - $35K
|
14.5K
$773K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
298+ 1.04% |
$15.6K - $16K
|
29K
$1.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
97+ 1.56% |
$5.08K - $5.22K
|
6.33K
$338K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6- 0.04% |
$314 - $323
|
15.6K
$836K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-71- 1.15% |
$3.72K - $3.82K
|
6.1K
$326K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-300- 0.36% |
$15.7K - $16.1K
|
83.3K
$4.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.02K- 2.07% |
$53.2K - $54.7K
|
48K
$2.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.3K- 13.32% |
$68K - $69.9K
|
8.45K
$452K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.94K- 11.83% |
$102K - $105K
|
14.5K
$773K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.61K- 41.28% |
$137K - $140K
|
3.71K
$198K
|
|