Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 18, 2021 Q3 2021
Personal Cfo Solutions, LLC

BUY
 -
369K
New
$11.5M - $11.9M
369K $15.5M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
166K
+ 681.25%
$5.18M - $5.36M
190K $7.97M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
164K
+ 182.88%
$5.12M - $5.3M
254K $10.6M
Nov 09, 2021 Q3 2021
Sageworth Trust CO

BUY
 -
143K
New
$4.48M - $4.63M
143K $6.01M
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
81.3K
New
$2.54M - $2.63M
81.3K $3.41M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
77.5K
New
$2.42M - $2.5M
77.5K $3.25M
Oct 21, 2021 Q3 2021
Valtinson Bruner Financial Planning LLC

BUY
 -
65.8K
New
$2.06M - $2.13M
65.8K $2.76M
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
63K
+ 270.95%
$1.97M - $2.04M
86.2K $3.62M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
59.8K
New
$1.87M - $1.93M
59.8K $2.51M
Oct 15, 2021 Q3 2021
Transform Wealth, LLC

BUY
 -
45.4K
New
$1.42M - $1.47M
45.4K $1.9M
Oct 25, 2021 Q3 2021
Bcs Wealth Management

BUY
 -
41.6K
New
$1.3M - $1.35M
41.6K $1.75M
Oct 13, 2021 Q3 2021
Berkshire Money Management, Inc.

BUY
 -
40.1K
New
$1.25M - $1.3M
40.1K $1.68M
Nov 12, 2021 Q3 2021
Beck Capital Management, LLC

Austin, TX
BUY
 -
39.7K
New
$1.24M - $1.28M
39.7K $1.66M
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
34.4K
+ 270.8%
$1.08M - $1.11M
47.2K $1.98M
Oct 25, 2021 Q3 2021
Krilogy Financial LLC

BUY
 -
25.5K
New
$796K - $823K
25.5K $1.07M
Oct 07, 2021 Q3 2021
Caprock Group, Inc.

BUY
 -
24.9K
New
$778K - $805K
24.9K $1.05M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
18.2K
+ 195.28%
$569K - $588K
27.5K $1.15M
Nov 09, 2021 Q3 2021
Evolution Wealth Advisors, LLC

BUY
 -
17.3K
New
$540K - $559K
17.3K $725K
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
15.4K
+ 59.52%
$481K - $497K
41.2K $1.73M
Nov 12, 2021 Q3 2021
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
14.6K
New
$457K - $473K
14.6K $614K
Nov 05, 2021 Q3 2021
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
12.9K
+ 4698.18%
$404K - $418K
13.2K $553K
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
11.5K
New
$360K - $373K
11.5K $484K
Oct 22, 2021 Q3 2021
Outlook Wealth Advisors, LLC

BUY
 -
10.9K
New
$341K - $353K
10.9K $458K
Oct 12, 2021 Q3 2021
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
8.23K
New
$257K - $266K
8.23K $345K
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
7.41K
New
$232K - $240K
7.41K $311K
Dec 09, 2021 Q3 2021
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
6.76K
+ 17.92%
$211K - $218K
44.5K $1.86M
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
6.57K
New
$205K - $212K
6.57K $275K
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
6.48K
+ 62.54%
$203K - $210K
16.9K $707K
Oct 25, 2021 Q3 2021
Orion Capital Management LLC

BUY
 -
5.86K
New
$183K - $189K
5.86K $246K
Nov 01, 2021 Q3 2021
Dhjj Financial Advisors, Ltd.

BUY
 -
5.47K
+ 12.37%
$171K - $177K
49.7K $2.08M
Nov 15, 2021 Q3 2021
Covington Capital Management

BUY
 -
5.45K
+ 26.88%
$170K - $176K
25.7K $1.08M
Oct 12, 2021 Q3 2021
Bedel Financial Consulting, Inc.

BUY
 -
3.96K
+ 217.51%
$124K - $128K
5.79K $243K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
3.82K
+ 229.26%
$119K - $124K
5.49K $230K
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
3.1K
+ 22.35%
$96.8K - $100K
17K $711K
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.79K
New
$87.2K - $90.2K
2.79K $117K
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.41K
+ 8.83%
$75.4K - $78K
29.7K $1.25M
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.28K
+ 77.54%
$71.3K - $73.8K
5.23K $219K
Oct 19, 2021 Q3 2021
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
1.5K
+ 3.57%
$46.8K - $48.4K
43.5K $1.82M
Nov 09, 2021 Q3 2021
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
1.05K
+ 15.48%
$32.7K - $33.9K
7.82K $328K
Oct 07, 2021 Q3 2021
John W. Brooker & Co., Cp As

BUY
 -
989
New
$30.9K - $32K
989 $41.5K
Nov 16, 2021 Q3 2021
Jane Street Group, LLC

New York, NY
BUY
 -
720
+ 6.97%
$22.5K - $23.3K
11K $463K
Oct 28, 2021 Q3 2021
Capital Investment Advisory Services, LLC

BUY
 -
382
+ 1.8%
$11.9K - $12.3K
21.6K $906K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-80
- 2.11%
$2.5K - $2.59K
3.71K $155K
Nov 02, 2021 Q3 2021
Allworth Financial LP

SELL
 -
-660
Closed
$20.6K - $21.3K
0 $0
Oct 14, 2021 Q3 2021
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-1.23K
- 2.58%
$38.6K - $39.9K
46.7K $1.96M
Nov 15, 2021 Q3 2021
Ubs Group Ag

SELL
 -
-2.76K
Closed
$86.1K - $89.1K
0 $0
Nov 16, 2021 Q3 2021
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-10.1K
Closed
$314K - $325K
0 $0
Nov 12, 2021 Q3 2021
Old Mission Capital LLC

SELL
 -
-16.7K
Closed
$522K - $540K
0 $0

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