Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Buffer E (BMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
105KNew |
$3.35M - $3.63M
|
105K
$4.88M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.7K+ 79.28% |
$1.92M - $2.07M
|
135K
$6.31M
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
58.5KNew |
$1.88M - $2.03M
|
58.5K
$2.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
56.4K+ 190.04% |
$1.81M - $1.96M
|
86.1K
$4.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
45.5KNew |
$1.46M - $1.58M
|
45.5K
$2.12M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
25.9KNew |
$830K - $897K
|
25.9K
$1.21M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
24.2K+ 219.8% |
$776K - $839K
|
35.2K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.5KNew |
$754K - $815K
|
23.5K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.1K+ 37.47% |
$452K - $488K
|
51.7K
$2.41M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
13.9KNew |
$446K - $482K
|
13.9K
$649K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.1KNew |
$420K - $454K
|
13.1K
$612K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
12.3KNew |
$394K - $426K
|
12.3K
$574K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.82KNew |
$315K - $340K
|
9.82K
$459K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.4KNew |
$269K - $291K
|
8.4K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.28K+ 130.31% |
$265K - $287K
|
14.6K
$683K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.17K+ 44.3% |
$262K - $283K
|
26.6K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.1K+ 97.86% |
$260K - $281K
|
16.4K
$764K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.08KNew |
$259K - $280K
|
8.08K
$377K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.21KNew |
$231K - $250K
|
7.21K
$336K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
7.2K+ 97.64% |
$231K - $249K
|
14.6K
$680K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.89KNew |
$221K - $239K
|
6.89K
$321K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.68KNew |
$214K - $231K
|
6.68K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.51K+ 73.21% |
$209K - $226K
|
15.4K
$719K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
6.44KNew |
$207K - $223K
|
6.44K
$301K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.17KNew |
$198K - $214K
|
6.17K
$288K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6KNew |
$192K - $208K
|
6K
$280K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.88KNew |
$189K - $204K
|
5.88K
$274K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.86K+ 22.83% |
$188K - $203K
|
31.6K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.09K+ 339.4% |
$163K - $176K
|
6.59K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.01K+ 48.65% |
$161K - $174K
|
15.3K
$714K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.89K+ 9.74% |
$157K - $169K
|
55.1K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.84K+ 11.84% |
$155K - $168K
|
45.7K
$2.14M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.78K+ 22.0% |
$89.3K - $96.5K
|
15.4K
$720K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.31K+ 13.37% |
$74.2K - $80.2K
|
19.6K
$916K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.1KNew |
$35.3K - $38.1K
|
1.1K
$51.3K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
820New |
$26.3K - $28.4K
|
820
$38.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
676New |
$21.7K - $23.4K
|
676
$31.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
500New |
$16K - $17.3K
|
500
$23.3K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
440+ 1.36% |
$14.1K - $15.3K
|
32.7K
$1.53M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
331+ 7.49% |
$10.6K - $11.5K
|
4.75K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
299New |
$9.59K - $10.4K
|
299
$14K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
176New |
$5.64K - $6.1K
|
176
$8.22K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30New |
$962 - $1.04K
|
30
$1.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10+ 0.11% |
$321 - $347
|
8.95K
$418K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$289 - $312
|
9
$420
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-55- 0.22% |
$1.76K - $1.91K
|
24.8K
$1.16M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-71- 0.55% |
$2.28K - $2.46K
|
12.8K
$595K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-92- 0.69% |
$2.95K - $3.19K
|
13.3K
$619K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-129- 0.14% |
$4.14K - $4.47K
|
91.1K
$4.25M
|