Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40.5K+ 13.46% |
$1.76M - $1.84M
|
341K
$15.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.6KNew |
$1.5M - $1.57M
|
34.6K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
22.5KNew |
$977K - $1.02M
|
22.5K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
22.5KNew |
$976K - $1.02M
|
22.5K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19K+ 63.18% |
$823K - $863K
|
49K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.4KNew |
$580K - $608K
|
13.4K
$609K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9K+ 78.32% |
$474K - $497K
|
24.9K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.85K+ 67.72% |
$383K - $402K
|
21.9K
$997K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
8.81K+ 23.35% |
$382K - $400K
|
46.5K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
8.75KNew |
$379K - $397K
|
8.75K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.86KNew |
$341K - $357K
|
7.86K
$358K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.69KNew |
$333K - $349K
|
7.69K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.67KNew |
$332K - $348K
|
7.67K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.72K+ 2.67% |
$291K - $305K
|
258K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
6.61KNew |
$286K - $300K
|
6.61K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.42KNew |
$235K - $246K
|
5.42K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.68KNew |
$203K - $213K
|
4.68K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.86KNew |
$167K - $175K
|
3.86K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3KNew |
$130K - $136K
|
3K
$136K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 46.86% |
$102K - $106K
|
7.35K
$334K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
935New |
$40.5K - $42.5K
|
935
$42.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
738+ 0.37% |
$32K - $33.5K
|
198K
$9.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
385+ 5.96% |
$16.7K - $17.5K
|
6.84K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
299+ 1.09% |
$13K - $13.6K
|
27.6K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
252+ 1.01% |
$10.9K - $11.4K
|
25.2K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
105+ 0.86% |
$4.55K - $4.77K
|
12.3K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23- 0.12% |
$997 - $1.04K
|
18.8K
$855K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27- 0.42% |
$1.17K - $1.23K
|
6.37K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-105- 21.88% |
$4.55K - $4.77K
|
375
$17.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-130- 0.6% |
$5.63K - $5.9K
|
21.4K
$972K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-132- 1.12% |
$5.72K - $6K
|
11.6K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-146- 20.59% |
$6.33K - $6.63K
|
563
$25.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-150- 1.46% |
$6.5K - $6.81K
|
10.1K
$461K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-154- 0.1% |
$6.67K - $6.99K
|
156K
$7.1M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-184- 1.4% |
$7.97K - $8.36K
|
13K
$590K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-190- 2.9% |
$8.23K - $8.63K
|
6.36K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-233- 1.54% |
$10.1K - $10.6K
|
14.9K
$677K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-269- 0.5% |
$11.7K - $12.2K
|
54K
$2.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-272- 2.09% |
$11.8K - $12.4K
|
12.8K
$581K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-327- 3.73% |
$14.2K - $14.9K
|
8.45K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-330- 3.68% |
$14.3K - $15K
|
8.64K
$393K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-336- 6.36% |
$14.6K - $15.3K
|
4.95K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-406- 6.3% |
$17.6K - $18.4K
|
6.04K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-434- 1.24% |
$18.8K - $19.7K
|
34.6K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-600- 1.1% |
$26K - $27.3K
|
53.8K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-738- 70.35% |
$32K - $33.5K
|
311
$14.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-780- 11.14% |
$33.8K - $35.4K
|
6.22K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-828- 12.16% |
$35.9K - $37.6K
|
5.98K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-846- 2.78% |
$36.7K - $38.4K
|
29.6K
$1.35M
|