Latest Institutional Sells of Innovator U.S. Equity Buffer E (BSEP)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BSEP) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1K- 4.34% |
$593K - $634K
|
290K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-7.27K- 32.49% |
$328K - $351K
|
15.1K
$731K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.22K- 7.33% |
$281K - $300K
|
78.6K
$3.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.09K- 42.9% |
$230K - $246K
|
6.77K
$328K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.01K- 19.81% |
$226K - $242K
|
20.3K
$981K
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
SELL
|
- |
-4.48K- 15.98% |
$202K - $216K
|
23.5K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.21K- 7.58% |
$145K - $155K
|
39.1K
$1.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-3.08K- 33.37% |
$139K - $149K
|
6.15K
$298K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-2.9K- 18.7% |
$131K - $140K
|
12.6K
$609K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.2K- 26.3% |
$99.1K - $106K
|
6.15K
$298K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.64K- 7.28% |
$74.1K - $79.3K
|
20.9K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.2K- 3.45% |
$54.2K - $58K
|
33.6K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-821- 2.49% |
$37.1K - $39.6K
|
32.2K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-779- 8.76% |
$35.2K - $37.6K
|
8.12K
$393K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-574- 3.62% |
$25.9K - $27.7K
|
15.3K
$740K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-444- 4.82% |
$20K - $21.4K
|
8.76K
$424K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-104- 0.96% |
$4.69K - $5.02K
|
10.8K
$520K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-83- 3.07% |
$3.75K - $4.01K
|
2.62K
$127K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-75- 0.34% |
$3.38K - $3.62K
|
21.8K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3- 0.06% |
$135 - $145
|
4.72K
$228K
|
|
| Q2 2025 | |||||||
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-37.2K- 47.69% |
$1.43M - $1.68M
|
40.8K
$1.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.36K- 26.7% |
$129K - $152K
|
9.23K
$446K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.93K- 13.85% |
$74K - $87.2K
|
12K
$581K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-743- 5.43% |
$28.5K - $33.6K
|
12.9K
$626K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-575- 23.76% |
$22K - $26K
|
1.85K
$89.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-200- 40.0% |
$7.66K - $9.03K
|
300
$14.5K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-16.1K- 74.17% |
$665K - $713K
|
5.61K
$272K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.57K- 27.85% |
$189K - $202K
|
11.8K
$573K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.39K- 14.39% |
$57.3K - $61.4K
|
8.26K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-500- 46.51% |
$20.6K - $22.1K
|
575
$27.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-166- 9.34% |
$6.85K - $7.34K
|
1.61K
$78K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-98- 1.02% |
$4.05K - $4.33K
|
9.48K
$459K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-25.5K- 66.75% |
$1.06M - $1.11M
|
12.7K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.74K- 28.35% |
$114K - $119K
|
6.91K
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-847- 11.6% |
$35.4K - $37K
|
6.46K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-195- 0.74% |
$8.15K - $8.52K
|
26.3K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-164- 3.12% |
$6.86K - $7.16K
|
5.09K
$246K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-159- 5.1% |
$6.65K - $6.94K
|
2.96K
$143K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25- 0.17% |
$1.05K - $1.09K
|
14.3K
$691K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-23- 0.17% |
$961 - $1K
|
13.6K
$660K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8.64K- 41.1% |
$341K - $364K
|
12.4K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-5.2K- 24.47% |
$205K - $219K
|
16.1K
$776K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-957- 40.99% |
$37.8K - $40.3K
|
1.38K
$66.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-33- 0.58% |
$1.3K - $1.39K
|
5.68K
$275K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-54.3K- 99.62% |
$2.06M - $2.21M
|
207
$10K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.2K- 28.61% |
$45.7K - $49K
|
3K
$145K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.16K- 16.37% |
$44K - $47.2K
|
5.92K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-800- 34.78% |
$30.4K - $32.5K
|
1.5K
$72.6K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.52K- 17.1% |
$345K - $374K
|
46.2K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8K- 53.98% |
$290K - $314K
|
6.82K
$330K
|
|