Purchases and Sales Made in Q4 2025 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 2025. 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 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
638K+ 4858.92% |
$27.5M - $28.4M
|
651K
$28.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
270K+ 2863.14% |
$11.7M - $12.1M
|
280K
$12.2M
|
|
|
Jan 02, 2026
Q4 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
80.6KNew |
$3.48M - $3.59M
|
80.6K
$3.52M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
65.5KNew |
$2.83M - $2.92M
|
65.5K
$2.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
18.7KNew |
$806K - $833K
|
18.7K
$817K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
11.9K+ 241.24% |
$516K - $532K
|
16.9K
$739K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
11.8KNew |
$509K - $525K
|
11.8K
$515K
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
BUY
|
- |
7KNew |
$302K - $312K
|
7K
$306K
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
6.99K+ 97.65% |
$302K - $312K
|
14.1K
$619K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.53K+ 29.46% |
$65.9K - $68K
|
6.71K
$293K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.36K+ 4.0% |
$58.7K - $60.6K
|
35.3K
$1.54M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
686+ 7.12% |
$29.6K - $30.6K
|
10.3K
$451K
|
|
|
Jan 27, 2026
Q4 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
661+ 3.19% |
$28.5K - $29.5K
|
21.4K
$936K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
333+ 3.82% |
$14.4K - $14.8K
|
9.05K
$396K
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
300+ 5.97% |
$12.9K - $13.4K
|
5.33K
$233K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-264- 11.74% |
$11.4K - $11.8K
|
1.98K
$86.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-500- 5.65% |
$21.6K - $22.3K
|
8.36K
$365K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-557- 2.46% |
$24K - $24.8K
|
22.1K
$968K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-603- 3.76% |
$26K - $26.9K
|
15.4K
$676K
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-829- 13.3% |
$35.8K - $37K
|
5.4K
$236K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.68K- 4.41% |
$72.3K - $74.7K
|
36.3K
$1.59M
|
|