Institutional Ownership Innovator U.S. Equity Buffer E (BOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BOCT). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 4.27 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
12,556
shares
|
$526,096
0.14% of portfolio
|
Q4 2024
Added 24.08%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
11,844
shares
|
$496,263
0.57% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,763
shares
|
$492,869
0.0% of portfolio
|
Q1 2024
Added 5.48%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
11,600
shares
|
$486,040
0.19% of portfolio
|
Q4 2024
Reduced 15.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
11,520
shares
|
$482,688
0.02% of portfolio
|
Q4 2024
Reduced 47.87%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
11,134
shares
|
$466,514
0.04% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
10,163
shares
|
$425,829
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
9,637
shares
|
$403,790
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
8,857
shares
|
$371,108
0.0% of portfolio
|
Q4 2024
Added 1475.98%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
8,717
shares
|
$365,242
0.17% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
8,463
shares
|
$354,599
0.01% of portfolio
|
Q4 2024
Added 22.72%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
8,222
shares
|
$344,501
0.01% of portfolio
|
Q3 2024
Reduced 29.81%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,158
shares
|
$341,820
0.01% of portfolio
|
Q4 2024
Added 15.01%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
8,147
shares
|
$341,359
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
8,064
shares
|
$337,881
0.02% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
8,015
shares
|
$335,828
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,686
shares
|
$322,043
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,541
shares
|
$315,967
0.01% of portfolio
|
Q4 2024
Added 214.73%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
7,194
shares
|
$301,428
0.11% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,015
shares
|
$293,928
0.0% of portfolio
|
Q4 2023
Reduced 12.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
6,875
shares
|
$288,062
0.0% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
6,665
shares
|
$279,263
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
6,616
shares
|
$277,210
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
6,409
shares
|
$268,537
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
6,000
shares
|
$251,400
0.11% of portfolio
|
Q4 2024
New holding
|