Purchases and Sales Made in Q1 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
364KNew |
$14.3M - $15.2M
|
364K
$17M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
263KNew |
$10.3M - $11M
|
263K
$12.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
234KNew |
$9.21M - $9.77M
|
234K
$10.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
118K+ 1029.7% |
$4.64M - $4.93M
|
130K
$6.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
75.1K+ 147.64% |
$2.95M - $3.13M
|
126K
$5.88M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.6K+ 81.62% |
$2.34M - $2.48M
|
133K
$6.19M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
56.8K+ 37.13% |
$2.23M - $2.37M
|
210K
$9.79M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
46.5KNew |
$1.82M - $1.94M
|
46.5K
$2.17M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
42.6K+ 360.1% |
$1.67M - $1.78M
|
54.5K
$2.54M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.8K+ 72.78% |
$1.53M - $1.62M
|
92.2K
$4.3M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37K+ 679.94% |
$1.45M - $1.54M
|
42.4K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.1K+ 253.28% |
$1.26M - $1.34M
|
44.7K
$2.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.2K+ 77.14% |
$1.23M - $1.3M
|
71.7K
$3.35M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.9K+ 453.56% |
$1.18M - $1.25M
|
36.5K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.8K+ 117.76% |
$1.13M - $1.2M
|
53.3K
$2.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.3KNew |
$1.03M - $1.1M
|
26.3K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
25.4KNew |
$999K - $1.06M
|
25.4K
$1.19M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.8K+ 177.44% |
$936K - $993K
|
37.3K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.5KNew |
$845K - $897K
|
21.5K
$1M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.1KNew |
$790K - $838K
|
20.1K
$939K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
20.1KNew |
$790K - $838K
|
20.1K
$939K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.6K+ 171.29% |
$769K - $815K
|
31K
$1.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.4K+ 255.61% |
$724K - $768K
|
25.6K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
18.4KNew |
$723K - $767K
|
18.4K
$859K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
17.1K+ 48.61% |
$672K - $713K
|
52.3K
$2.44M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
13.7KNew |
$538K - $571K
|
13.7K
$640K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.7KNew |
$538K - $571K
|
13.7K
$639K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.2KNew |
$517K - $548K
|
13.2K
$614K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.8KNew |
$503K - $534K
|
12.8K
$598K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
12.7KNew |
$497K - $527K
|
12.7K
$591K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.5K+ 82.25% |
$492K - $521K
|
27.7K
$1.29M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
12.4KNew |
$486K - $515K
|
12.4K
$577K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
12K+ 79.39% |
$473K - $502K
|
27.2K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.5K+ 71.92% |
$413K - $438K
|
25.1K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
10.3K+ 41.05% |
$406K - $431K
|
35.5K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 83.43% |
$403K - $428K
|
22.6K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.09K+ 104.7% |
$357K - $379K
|
17.8K
$830K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
7.8KNew |
$307K - $325K
|
7.8K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.36KNew |
$289K - $306K
|
7.36K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.24K+ 79.59% |
$284K - $301K
|
16.3K
$762K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
6.59KNew |
$259K - $274K
|
6.59K
$308K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.47K+ 3675.57% |
$254K - $270K
|
6.65K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.94KNew |
$233K - $248K
|
5.94K
$278K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.63KNew |
$221K - $235K
|
5.63K
$263K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.06K+ 70.95% |
$199K - $211K
|
12.2K
$569K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.86KNew |
$191K - $202K
|
4.86K
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.81KNew |
$189K - $201K
|
4.81K
$225K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.81KNew |
$189K - $200K
|
4.81K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.39K+ 33.66% |
$172K - $183K
|
17.4K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.87K+ 1293.98% |
$152K - $161K
|
4.17K
$195K
|