Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
43.2KNew |
$2.06M - $2.12M
|
43.2K
$2.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
31.4K+ 5.59% |
$1.49M - $1.54M
|
593K
$28.7M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
23.6KNew |
$1.12M - $1.16M
|
23.6K
$1.14M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
3.4KNew |
$162K - $167K
|
3.4K
$164K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.23K+ 6.51% |
$58.6K - $60.3K
|
20.2K
$975K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-103- 2.18% |
$4.91K - $5.04K
|
4.61K
$223K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-232- 2.65% |
$11.1K - $11.4K
|
8.53K
$413K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-317- 0.5% |
$15.1K - $15.5K
|
63.5K
$3.07M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-343- 0.95% |
$16.3K - $16.8K
|
35.7K
$1.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-477- 3.06% |
$22.7K - $23.4K
|
15.1K
$732K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-572- 41.51% |
$27.3K - $28K
|
806
$39K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-884- 8.22% |
$42.1K - $43.3K
|
9.87K
$477K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.3K- 30.44% |
$62.1K - $63.9K
|
2.98K
$144K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.45K- 9.33% |
$117K - $120K
|
23.8K
$1.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.52K- 17.68% |
$120K - $123K
|
11.7K
$567K
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-4.06K- 7.19% |
$194K - $199K
|
52.4K
$2.54M
|
|