Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Buffer E (BNOV)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BNOV) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
520K+ 3980.55% |
$19.8M - $20.8M
|
533K
$20.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
170KNew |
$6.48M - $6.8M
|
170K
$6.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
148K+ 500.08% |
$5.63M - $5.91M
|
177K
$6.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
129KNew |
$4.91M - $5.15M
|
129K
$4.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
98.4KNew |
$3.75M - $3.93M
|
98.4K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
78.8KNew |
$3M - $3.15M
|
78.8K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
61.7K+ 18.64% |
$2.35M - $2.47M
|
393K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
58KNew |
$2.21M - $2.32M
|
58K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.7K+ 376.83% |
$1.78M - $1.87M
|
59.1K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.4K+ 155.98% |
$928K - $975K
|
40K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.9K+ 82.32% |
$680K - $714K
|
39.6K
$1.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.1KNew |
$615K - $646K
|
16.1K
$622K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
15.9K+ 31.13% |
$604K - $634K
|
66.8K
$2.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.5K+ 8.12% |
$477K - $501K
|
167K
$6.42M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 58.29% |
$461K - $484K
|
32.9K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.7K+ 95.77% |
$409K - $429K
|
22K
$845K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.5KNew |
$401K - $421K
|
10.5K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3K+ 27.83% |
$390K - $410K
|
47.1K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
9.21KNew |
$351K - $368K
|
9.21K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.1KNew |
$347K - $364K
|
9.1K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.52KNew |
$325K - $341K
|
8.52K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.7K+ 72.72% |
$293K - $308K
|
18.3K
$704K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.16KNew |
$273K - $286K
|
7.16K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.98KNew |
$266K - $279K
|
6.98K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.96K+ 22.73% |
$265K - $278K
|
37.6K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.93KNew |
$264K - $277K
|
6.93K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.14KNew |
$234K - $245K
|
6.14K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
5.89KNew |
$224K - $236K
|
5.89K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.28KNew |
$201K - $211K
|
5.28K
$203K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.22K+ 95.8% |
$199K - $209K
|
10.7K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.14KNew |
$196K - $206K
|
5.14K
$198K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.95KNew |
$189K - $198K
|
4.95K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.4K+ 11.23% |
$129K - $136K
|
33.6K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.77K+ 11.98% |
$105K - $111K
|
25.9K
$996K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.71KNew |
$103K - $109K
|
2.71K
$104K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.66K+ 19.17% |
$101K - $106K
|
16.5K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.46K+ 14.3% |
$93.8K - $98.5K
|
19.7K
$758K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.3K+ 69.79% |
$87.4K - $91.8K
|
5.59K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2K+ 14.52% |
$76.1K - $79.9K
|
15.8K
$607K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.77K+ 21.68% |
$67.5K - $70.8K
|
9.95K
$383K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.57K+ 13.15% |
$59.6K - $62.6K
|
13.5K
$518K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.52K+ 12.28% |
$57.8K - $60.7K
|
13.9K
$534K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.21K+ 10.9% |
$46.2K - $48.5K
|
12.3K
$475K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.21K+ 6.99% |
$45.9K - $48.2K
|
18.5K
$710K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.13KNew |
$42.9K - $45.1K
|
1.13K
$43.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.09K+ 8.17% |
$41.4K - $43.5K
|
14.4K
$554K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
978+ 11.17% |
$37.2K - $39.1K
|
9.73K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
940New |
$35.8K - $37.6K
|
940
$36.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
775+ 9.14% |
$29.5K - $31K
|
9.26K
$356K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
681+ 7.08% |
$25.9K - $27.2K
|
10.3K
$396K
|