Purchases and Sales Made in Q3 2022 in Innovator U.S. Equity Buffer E (BSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BSEP) during Q3 2022. 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 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
776KNew |
$22.2M - $24.7M
|
776K
$32.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
380KNew |
$10.9M - $12.1M
|
380K
$16M
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
320KNew |
$9.15M - $10.2M
|
320K
$13.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
272KNew |
$7.77M - $8.64M
|
272K
$11.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
98.9K+ 26.18% |
$2.83M - $3.15M
|
477K
$20M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
95.9K+ 50.15% |
$2.74M - $3.05M
|
287K
$12M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.2K+ 590.67% |
$1.92M - $2.14M
|
78.5K
$3.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
57.7KNew |
$1.65M - $1.84M
|
57.7K
$2.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
50.9KNew |
$1.46M - $1.62M
|
50.9K
$2.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.4K+ 432.85% |
$1.21M - $1.35M
|
52.2K
$2.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
BUY
|
- |
38.4KNew |
$1.1M - $1.22M
|
38.4K
$1.61M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
27.5KNew |
$786K - $875K
|
27.5K
$1.15M
|
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
17.6KNew |
$502K - $559K
|
17.6K
$736K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
16.3KNew |
$468K - $520K
|
16.3K
$685K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
16.1KNew |
$460K - $512K
|
16.1K
$674K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
15.4K+ 39.55% |
$440K - $490K
|
54.3K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
15.1K+ 63.22% |
$433K - $482K
|
39.1K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12.8K+ 29.63% |
$367K - $408K
|
56.1K
$2.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.8K+ 173.67% |
$337K - $375K
|
18.6K
$779K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.1KNew |
$319K - $355K
|
11.1K
$467K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10.1K+ 108.34% |
$288K - $320K
|
19.3K
$811K
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
10KNew |
$286K - $318K
|
10K
$419K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.45K+ 34.71% |
$270K - $301K
|
36.7K
$1.54M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.58KNew |
$245K - $273K
|
8.58K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.43K+ 76.56% |
$241K - $269K
|
19.4K
$816K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.06KNew |
$231K - $257K
|
8.06K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.5KNew |
$215K - $239K
|
7.5K
$315K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.02KNew |
$201K - $224K
|
7.02K
$294K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.36K+ 59.09% |
$153K - $171K
|
14.4K
$605K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.2K+ 22.1% |
$149K - $166K
|
28.7K
$1.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.19KNew |
$148K - $165K
|
5.19K
$217K
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4.82K+ 7.22% |
$138K - $154K
|
71.6K
$3M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.18K+ 10.6% |
$120K - $133K
|
43.6K
$1.83M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
4KNew |
$114K - $127K
|
4K
$168K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.79KNew |
$108K - $121K
|
3.79K
$159K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.61K+ 7.22% |
$103K - $115K
|
53.6K
$2.25M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.42K+ 16.65% |
$97.8K - $109K
|
23.9K
$1M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.91K+ 31.36% |
$83.3K - $92.7K
|
12.2K
$511K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.1KNew |
$60.1K - $66.9K
|
2.1K
$88.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
2KNew |
$57.3K - $63.8K
|
2K
$84K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.2K+ 274.77% |
$34.3K - $38.1K
|
1.63K
$68.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
793+ 4.8% |
$22.7K - $25.2K
|
17.3K
$726K
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
695+ 1.35% |
$19.9K - $22.1K
|
52.2K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
589+ 3.46% |
$16.9K - $18.8K
|
17.6K
$739K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
583New |
$16.7K - $18.6K
|
583
$24.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
BUY
|
- |
492+ 2.78% |
$14.1K - $15.7K
|
18.2K
$763K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
491New |
$14K - $15.6K
|
491
$20.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75+ 0.43% |
$2.15K - $2.39K
|
17.3K
$727K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-235- 1.82% |
$6.72K - $7.48K
|
12.7K
$531K
|