Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - April inkluderar Gradient Investments LLC, Signaturefd, Llc, Signal Advisors Wealth, LLC, Brown Financial Advisors, Mattson Financial Services, LLC, Paladin Wealth, LLC, Annis Gardner Whiting Capital Advisors, LLC, och Lion Street Advisors, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Brown Financial Advisors | 11 886 | 537 | ||||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 91 870 | 13,60 | 4 151 | 20,88 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 424 | 290 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 10 504 | 7,21 | 475 | 13,94 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 56 247 | 4,77 | 2 542 | 11,45 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 13 156 | 131,13 | 594 | 146,47 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 2 102 | 210 100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 22 240 | 8,83 | 1 005 | 15,80 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 51 231 | 4,07 | 2 315 | 10,77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17 888 | 18,43 | 808 | 26,05 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 48 645 | 2 238,70 | 2 155 | 2 348,86 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 9 775 | 442 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 944 | 118,67 | 88 | 135,14 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 18 539 | 94,51 | 838 | 107,18 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 17 036 | 16,67 | 770 | 8,62 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 21 595 | 976 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 482 018 | 9,74 | 22 | 16,67 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 378 934 | 98,44 | 17 123 | 111,16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 155 282 | 11,08 | 7 017 | 18,19 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 439 | 14,79 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 553 510 | 3 197,06 | 25 012 | 3 412,78 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 270 738 | 3,20 | 12 234 | 9,81 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 4 653 | 210 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 28 834 | 2,77 | 1 303 | 9,32 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 15 416 | 55,17 | 697 | 65,32 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 10 012 | 452 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 405 497 | 4,51 | 17 116 | −2,58 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 52 719 | 20,25 | 2 382 | 28,00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 6 514 | 294 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 118 | 38,82 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 7 700 | 348 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 179 339 | 2,05 | 8 104 | 8,58 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 6 803 | 6,35 | 307 | 13,28 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 29 904 | 5,30 | 1 351 | 12,02 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7 145 | 4,78 | 323 | 11,42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13 558 | 1,22 | 613 | 7,75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8 724 | 3,27 | 394 | 5,35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 74 885 | 7,76 | 3 384 | 14,64 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 3 604 | 17,28 | 163 | 24,62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 100 317 | 59,22 | 4 533 | 69,46 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 28 341 | 1 281 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39 546 | 67,53 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42 048 | 6,44 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7 470 | 22,46 | 338 | 30,12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 158 034 | 19,61 | 7 140 | 27,25 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 2 218 802 | 100 263 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 454 | 345,40 | 201 | 378,57 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1 035 285 | 46 782 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 180 133 | 31,31 | 8 140 | 39,70 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8 888 | 402 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 15 290 | 691 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 170 | 8 |
