Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BSEP)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BSEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.45K- 9.33% |
$117K - $120K
|
23.8K
$1.15M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
23.6KNew |
$1.12M - $1.16M
|
23.6K
$1.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-232- 2.65% |
$11.1K - $11.4K
|
8.53K
$413K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
31.4K+ 5.59% |
$1.49M - $1.54M
|
593K
$28.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.23K+ 6.51% |
$58.6K - $60.3K
|
20.2K
$975K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.52K- 17.68% |
$120K - $123K
|
11.7K
$567K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-317- 0.5% |
$15.1K - $15.5K
|
63.5K
$3.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.3K- 30.44% |
$62.1K - $63.9K
|
2.98K
$144K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-103- 2.18% |
$4.91K - $5.04K
|
4.61K
$223K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
43.2KNew |
$2.06M - $2.12M
|
43.2K
$2.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-477- 3.06% |
$22.7K - $23.4K
|
15.1K
$732K
|
|
| Q3 2025 | |||||||
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
325New |
$14.7K - $15.7K
|
325
$15.7K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
793+ 15.1% |
$35.8K - $38.3K
|
6.05K
$292K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
22.6KNew |
$1.02M - $1.09M
|
22.6K
$1.09M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.44KNew |
$110K - $118K
|
2.44K
$118K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.2K+ 4.94% |
$505K - $540K
|
238K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.55K+ 22.81% |
$251K - $268K
|
29.9K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.6K+ 246.68% |
$796K - $852K
|
24.8K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-7.27K- 32.49% |
$328K - $351K
|
15.1K
$731K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
975+ 3.05% |
$44K - $47.1K
|
33K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.4K+ 29.42% |
$919K - $984K
|
89.6K
$4.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
236K+ 1248.01% |
$10.6M - $11.4M
|
255K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.4K+ 27.1% |
$919K - $983K
|
95.5K
$4.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
105+ 2.35% |
$4.74K - $5.07K
|
4.57K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
618+ 1.11% |
$27.9K - $29.8K
|
56.5K
$2.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.22K- 7.33% |
$281K - $300K
|
78.6K
$3.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.1K+ 44.67% |
$366K - $391K
|
26.2K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$567K - $607K
|
12.6K
$608K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
31+ 0.14% |
$1.4K - $1.5K
|
21.5K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.64K- 7.28% |
$74.1K - $79.3K
|
20.9K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-779- 8.76% |
$35.2K - $37.6K
|
8.12K
$393K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
186+ 1.48% |
$8.39K - $8.98K
|
12.8K
$617K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50+ 0.51% |
$2.26K - $2.41K
|
9.83K
$476K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.21K- 7.58% |
$145K - $155K
|
39.1K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 4.69% |
$48.1K - $51.5K
|
23.8K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 16.86% |
$61.4K - $65.7K
|
9.43K
$456K
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-821- 2.49% |
$37.1K - $39.6K
|
32.2K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.01K- 19.81% |
$226K - $242K
|
20.3K
$981K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
588+ 5.83% |
$26.5K - $28.4K
|
10.7K
$516K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
7.26KNew |
$327K - $350K
|
7.26K
$351K
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
SELL
|
- |
-4.48K- 15.98% |
$202K - $216K
|
23.5K
$1.14M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.69K+ 11.84% |
$347K - $371K
|
72.7K
$3.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
8.92KNew |
$403K - $431K
|
8.92K
$432K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.96K+ 44.45% |
$133K - $143K
|
9.6K
$465K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-3.08K- 33.37% |
$139K - $149K
|
6.15K
$298K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.68K+ 1.21% |
$211K - $226K
|
392K
$19M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
25K+ 59.64% |
$1.13M - $1.21M
|
66.8K
$3.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.67K+ 97.74% |
$211K - $225K
|
9.44K
$457K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
35+ 1.84% |
$1.58K - $1.69K
|
1.94K
$93.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
696+ 13.06% |
$31.4K - $33.6K
|
6.02K
$291K
|
|