Purchases and Sales Made in Q3 2024 in Innovator U.S. Equity Buffer E (BJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUL) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
601New |
$24.2K - $26.3K
|
601
$27.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
586+ 4.7% |
$23.6K - $25.6K
|
13K
$596K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
480+ 3.79% |
$19.3K - $21K
|
13.1K
$601K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
478New |
$19.2K - $20.9K
|
478
$21.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
450+ 9.89% |
$18.1K - $19.7K
|
5K
$229K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
401+ 123.38% |
$16.1K - $17.5K
|
726
$33.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
206+ 2.27% |
$8.29K - $9K
|
9.27K
$424K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
82+ 0.2% |
$3.3K - $3.58K
|
41.9K
$1.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-27- 0.22% |
$1.09K - $1.18K
|
12.2K
$556K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30- 0.47% |
$1.21K - $1.31K
|
6.4K
$293K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-193- 1.01% |
$7.77K - $8.43K
|
18.8K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-194- 0.71% |
$7.81K - $8.47K
|
27.2K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-203- 1.09% |
$8.17K - $8.87K
|
18.5K
$846K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-295- 1.58% |
$11.9K - $12.9K
|
18.3K
$839K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-368- 44.39% |
$14.8K - $16.1K
|
461
$21.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-378- 6.94% |
$15.2K - $16.5K
|
5.07K
$232K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-539- 1.93% |
$21.7K - $23.5K
|
27.3K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-631- 1.64% |
$25.4K - $27.6K
|
37.7K
$1.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-657- 1.84% |
$26.5K - $28.7K
|
35K
$1.6M
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-665- 5.79% |
$26.8K - $29K
|
10.8K
$494K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-768- 6.12% |
$30.9K - $33.5K
|
11.8K
$538K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-957- 12.8% |
$38.5K - $41.8K
|
6.52K
$298K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.41K- 5.45% |
$56.6K - $61.4K
|
24.4K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.46K- 12.36% |
$58.6K - $63.6K
|
10.3K
$472K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.52K- 4.43% |
$101K - $110K
|
54.3K
$2.48M
|
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.73K- 25.0% |
$110K - $119K
|
8.18K
$374K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.35K- 10.37% |
$135K - $146K
|
29K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-3.39K- 39.81% |
$136K - $148K
|
5.13K
$234K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4K- 88.89% |
$161K - $175K
|
500
$22.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.01K- 36.39% |
$242K - $262K
|
10.5K
$480K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-6.39K- 9.1% |
$257K - $279K
|
63.8K
$2.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-6.5K- 30.08% |
$262K - $284K
|
15.1K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.56K- 60.17% |
$264K - $286K
|
4.34K
$198K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-12.3K- 50.57% |
$493K - $535K
|
12K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.6K- 42.89% |
$909K - $986K
|
30.1K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-166K- 65.76% |
$6.68M - $7.25M
|
86.4K
$3.95M
|