Purchases and Sales Made in Q4 2025 in Innovator U.S. Equity Buffer E (BOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BOCT) 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
|
- |
569K+ 8824.06% |
$27.2M - $28M
|
576K
$28M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
25.9KNew |
$1.24M - $1.28M
|
25.9K
$1.26M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
13.7KNew |
$652K - $673K
|
13.7K
$663K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
13KNew |
$620K - $639K
|
13K
$630K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
11.3K+ 163.71% |
$541K - $558K
|
18.2K
$886K
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
10.4KNew |
$498K - $514K
|
10.4K
$506K
|
|
|
Jan 28, 2026
Q4 2025
|
Global Trust Wealth Management LLC
West Palm Beach, FL |
BUY
|
- |
10.2KNew |
$487K - $503K
|
10.2K
$495K
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
9.32K+ 92.9% |
$445K - $459K
|
19.4K
$940K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.59K+ 42.29% |
$315K - $325K
|
22.2K
$1.08M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.6KNew |
$267K - $276K
|
5.6K
$272K
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
BUY
|
- |
5.51KNew |
$263K - $272K
|
5.51K
$268K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.52KNew |
$216K - $223K
|
4.52K
$219K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
4.5KNew |
$215K - $222K
|
4.5K
$219K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.2KNew |
$200K - $207K
|
4.2K
$204K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.18KNew |
$200K - $206K
|
4.18K
$203K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
4.13K+ 21.88% |
$197K - $204K
|
23K
$1.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3K+ 4.56% |
$143K - $148K
|
68.9K
$3.34M
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2.21K+ 9.2% |
$105K - $109K
|
26.2K
$1.27M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.42KNew |
$67.7K - $69.9K
|
1.42K
$68.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.24K+ 0.94% |
$59K - $60.8K
|
133K
$6.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
937+ 33.95% |
$44.7K - $46.2K
|
3.7K
$180K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
789+ 5.18% |
$37.7K - $38.9K
|
16K
$779K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
515New |
$24.6K - $25.4K
|
515
$25K
|
|
|
Jan 15, 2026
Q4 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
302+ 0.75% |
$14.4K - $14.9K
|
40.5K
$1.97M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
80+ 0.21% |
$3.82K - $3.94K
|
37.4K
$1.82M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-46- 0.38% |
$2.2K - $2.27K
|
12.2K
$591K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-250Closed |
$11.9K - $12.3K
|
0
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-789- 1.4% |
$37.7K - $38.9K
|
55.6K
$2.7M
|
|