Purchases and Sales Made in Q2 2023 in Innovator U.S. Equity Buffer E (BSEP)

BSEP Quotes by TradingView

This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BSEP) during Q2 2023. 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
Aug 14, 2023 Q2 2023
Belpointe Asset Management LLC

BUY
 -
47.1K
+ 1242.78%
$1.5M - $1.62M
50.9K $2.13M
Aug 03, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
38.9K
New
$1.24M - $1.34M
38.9K $1.63M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
23K
New
$732K - $793K
23K $966K
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
15.3K
+ 209.1%
$486K - $527K
22.6K $949K
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
13.4K
New
$425K - $461K
13.4K $561K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
9.85K
+ 258.92%
$313K - $339K
13.7K $573K
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
8.37K
+ 130.0%
$266K - $288K
14.8K $621K
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
7.05K
+ 7.73%
$224K - $243K
98.2K $4.12M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
6.76K
+ 11.3%
$215K - $233K
66.6K $2.79M
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
6.1K
New
$194K - $210K
6.1K $256K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.08K
New
$97.9K - $106K
3.08K $129K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
2.97K
+ 3.55%
$94.3K - $102K
86.6K $3.63M
Aug 03, 2023 Q2 2023
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
1.96K
+ 4.27%
$62.3K - $67.5K
47.9K $2.01M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
1.63K
+ 3.03%
$51.6K - $56K
55.3K $2.32M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
765
New
$24.3K - $26.4K
765 $32.1K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
300
+ 0.66%
$9.53K - $10.3K
45.8K $1.92M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
150
+ 0.8%
$4.77K - $5.17K
19K $798K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
58
+ 0.59%
$1.84K - $2K
9.95K $417K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

SELL
 -
-3
- 0.01%
$95.3 - $103
33.3K $1.4M
Jul 11, 2023 Q2 2023
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-36
- 0.42%
$1.14K - $1.24K
8.44K $354K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-45
- 0.34%
$1.43K - $1.55K
13.2K $552K
Aug 03, 2023 Q2 2023
Delta Investment Management, LLC

SELL
 -
-205
- 0.45%
$6.51K - $7.06K
45.4K $1.9M
Jul 28, 2023 Q2 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-290
- 0.59%
$9.22K - $9.99K
48.8K $2.05M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

SELL
 -
-355
- 1.33%
$11.3K - $12.2K
26.4K $1.11M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-415
- 2.26%
$13.2K - $14.3K
17.9K $751K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-490
- 17.56%
$15.6K - $16.9K
2.3K $96.5K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-800
- 2.42%
$25.4K - $27.6K
32.3K $1.35M
Jul 24, 2023 Q2 2023
Valtinson Bruner Financial Planning LLC

SELL
 -
-813
- 1.01%
$25.8K - $28K
79.6K $3.34M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-965
- 1.92%
$30.7K - $33.2K
49.3K $2.07M
Jul 10, 2023 Q2 2023
Outlook Wealth Advisors, LLC

SELL
 -
-983
- 1.86%
$31.2K - $33.9K
51.8K $2.17M
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-1.03K
- 49.52%
$32.6K - $35.4K
1.05K $43.9K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.05K
- 4.86%
$33.4K - $36.2K
20.5K $862K
Aug 10, 2023 Q2 2023
Integral Investment Advisors, Inc.

SELL
 -
-1.17K
- 4.53%
$37.3K - $40.4K
24.7K $1.04M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.26K
- 4.8%
$40K - $43.4K
25K $1.05M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-1.42K
- 3.14%
$45.1K - $48.9K
43.8K $1.84M
Aug 07, 2023 Q2 2023
Berkshire Money Management, Inc.

SELL
 -
-2.08K
- 0.43%
$66.2K - $71.7K
487K $20.4M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-2.11K
- 30.39%
$66.9K - $72.6K
4.82K $202K
Jul 10, 2023 Q2 2023
Pinnacle Wealth Management Group, Inc.

SELL
 -
-2.7K
- 11.85%
$85.8K - $93K
20.1K $843K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

SELL
 -
-2.87K
- 19.33%
$91K - $98.7K
12K $501K
Aug 04, 2023 Q2 2023
Bellwether Advisors, LLC

SELL
 -
-3.1K
- 13.39%
$98.6K - $107K
20.1K $842K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-3.37K
- 32.26%
$107K - $116K
7.07K $296K
Aug 08, 2023 Q2 2023
Vantage Financial Partners, LLC

Elm Grove, WI
SELL
 -
-3.38K
- 1.29%
$107K - $116K
258K $10.8M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-3.79K
- 13.14%
$121K - $131K
25.1K $1.05M
Jul 24, 2023 Q2 2023
Retirement Planning Group

SELL
 -
-3.95K
- 27.56%
$126K - $136K
10.4K $435K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-4.52K
- 36.48%
$144K - $156K
7.87K $330K
Jul 19, 2023 Q2 2023
Bcs Wealth Management

SELL
 -
-4.74K
- 14.11%
$151K - $163K
28.9K $1.21M
Jul 12, 2023 Q2 2023
Lantz Financial LLC

SELL
 -
-4.79K
- 1.53%
$152K - $165K
307K $12.9M
Aug 23, 2023 Q2 2023
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-5.16K
- 40.59%
$164K - $178K
7.56K $317K

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