Purchases and Sales Made in Q3 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
545K+ 3406.32% |
$24.6M - $26.3M
|
561K
$27.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
385K+ 1827.2% |
$17.4M - $18.6M
|
406K
$19.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
236K+ 1248.01% |
$10.6M - $11.4M
|
255K
$12.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
31.7KNew |
$1.43M - $1.53M
|
31.7K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
25K+ 59.64% |
$1.13M - $1.21M
|
66.8K
$3.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
23.3K+ 95.84% |
$1.05M - $1.13M
|
47.6K
$2.3M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
22.6KNew |
$1.02M - $1.09M
|
22.6K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
22.4KNew |
$1.01M - $1.08M
|
22.4K
$1.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
22.1KNew |
$996K - $1.07M
|
22.1K
$1.07M
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.4K+ 27.1% |
$919K - $983K
|
95.5K
$4.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.6K+ 293.81% |
$885K - $946K
|
26.3K
$1.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
18.9KNew |
$854K - $914K
|
18.9K
$915K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18K+ 11.14% |
$810K - $867K
|
179K
$8.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.6K+ 246.68% |
$796K - $852K
|
24.8K
$1.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.7KNew |
$752K - $805K
|
16.7K
$806K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$567K - $607K
|
12.6K
$608K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.2K+ 4.94% |
$505K - $540K
|
238K
$11.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
8.92KNew |
$403K - $431K
|
8.92K
$432K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.1K+ 44.67% |
$366K - $391K
|
26.2K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
7.87K+ 123.36% |
$355K - $380K
|
14.2K
$689K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.69K+ 11.84% |
$347K - $371K
|
72.7K
$3.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
7.26KNew |
$327K - $350K
|
7.26K
$351K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.55K+ 22.81% |
$251K - $268K
|
29.9K
$1.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5.26KNew |
$237K - $254K
|
5.26K
$254K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.71KNew |
$213K - $228K
|
4.71K
$228K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.68K+ 1.21% |
$211K - $226K
|
392K
$19M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.67K+ 97.74% |
$211K - $225K
|
9.44K
$457K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.35KNew |
$196K - $210K
|
4.35K
$210K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.32KNew |
$195K - $208K
|
4.32K
$209K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.25KNew |
$192K - $205K
|
4.25K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.96K+ 44.45% |
$133K - $143K
|
9.6K
$465K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.44KNew |
$110K - $118K
|
2.44K
$118K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.79K+ 2.89% |
$80.9K - $86.5K
|
63.9K
$3.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 16.86% |
$61.4K - $65.7K
|
9.43K
$456K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.21K+ 39.14% |
$54.4K - $58.2K
|
4.28K
$207K
|
|
|
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 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
975+ 3.05% |
$44K - $47.1K
|
33K
$1.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
912+ 6.21% |
$41.2K - $44K
|
15.6K
$755K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
878+ 2.5% |
$39.6K - $42.4K
|
36K
$1.74M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
793+ 15.1% |
$35.8K - $38.3K
|
6.05K
$292K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
696+ 13.06% |
$31.4K - $33.6K
|
6.02K
$291K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
679+ 6.68% |
$30.6K - $32.8K
|
10.8K
$525K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
665+ 1.76% |
$30K - $32.1K
|
38.4K
$1.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
618+ 1.11% |
$27.9K - $29.8K
|
56.5K
$2.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
588+ 5.83% |
$26.5K - $28.4K
|
10.7K
$516K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
400+ 2.93% |
$18.1K - $19.3K
|
14K
$679K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
186+ 1.48% |
$8.39K - $8.98K
|
12.8K
$617K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
105+ 2.35% |
$4.74K - $5.07K
|
4.57K
$221K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
100+ 0.85% |
$4.51K - $4.83K
|
11.9K
$576K
|
|