Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
72KNew |
$2.17M - $2.38M
|
72K
$3.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
50KNew |
$1.51M - $1.65M
|
50K
$2.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40.4K+ 77.32% |
$1.21M - $1.33M
|
92.5K
$4.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4.42KNew |
$133K - $146K
|
4.42K
$206K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 6.05% |
$86.2K - $94.6K
|
50.2K
$2.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
567+ 3.17% |
$17.1K - $18.7K
|
18.4K
$861K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
467+ 0.29% |
$14.1K - $15.4K
|
164K
$7.67M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
289New |
$8.7K - $9.55K
|
289
$13.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
180New |
$5.42K - $5.95K
|
180
$8.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19+ 0.05% |
$572 - $628
|
40.9K
$1.91M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-23- 0.07% |
$693 - $760
|
32.2K
$1.51M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-100- 0.77% |
$3.01K - $3.31K
|
12.8K
$599K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-156- 3.64% |
$4.7K - $5.16K
|
4.13K
$193K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-200- 2.19% |
$6.02K - $6.61K
|
8.91K
$416K
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-270- 1.08% |
$8.13K - $8.93K
|
24.8K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-500- 5.32% |
$15.1K - $16.5K
|
8.89K
$415K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-500- 3.08% |
$15.1K - $16.5K
|
15.7K
$735K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-755- 4.18% |
$22.7K - $25K
|
17.3K
$808K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.07K- 4.14% |
$32.2K - $35.3K
|
24.8K
$1.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.42K- 5.24% |
$42.8K - $46.9K
|
25.7K
$1.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.49K- 10.02% |
$44.7K - $49.1K
|
13.4K
$623K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.52K- 2.31% |
$45.8K - $50.3K
|
64.2K
$3M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.73K- 6.98% |
$51.9K - $57K
|
23K
$1.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-2K- 13.36% |
$60.2K - $66.1K
|
13K
$606K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2K- 6.31% |
$60.2K - $66.1K
|
29.7K
$1.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.26K- 2.42% |
$68.1K - $74.7K
|
91.3K
$4.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-2.36K- 25.07% |
$70.9K - $77.9K
|
7.04K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3K- 20.76% |
$90.4K - $99.2K
|
11.5K
$535K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.29K- 9.91% |
$250K - $274K
|
75.3K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.4K- 69.46% |
$435K - $477K
|
6.35K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.5K- 91.68% |
$498K - $547K
|
1.5K
$70K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.2K- 39.15% |
$728K - $800K
|
37.6K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-33K- 28.77% |
$993K - $1.09M
|
81.6K
$3.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-108K- 81.49% |
$3.27M - $3.59M
|
24.6K
$1.15M
|