Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF inkluderar Balance Wealth, LLC, Atria Investments Llc, Morgan Stanley, Mml Investors Services, Llc, Pensionmark Financial Group, Llc, Wealth Enhancement Advisory Services, Llc, Financial Solutions Advisory Group, Inc., Merit Financial Group, LLC, Range Financial Group LLC, Journey Retirement Planning & Investment Management Llc, Ausdal Financial Partners, Inc., Advyzon Investment Management, LLC, Inspire Advisors, LLC, NewCorp Financial Services, Inc., Vantage Point Financial LLC, AE Wealth Management LLC, Legacy Wealth Managment, LLC/ID, Sound Income Strategies, LLC, Red Reef Advisors Llc, och UBS Group AG .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 22 315 | 589 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15 732 | 16,65 | 415 | 14,68 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 173 818 | 2,98 | 4 582 | 1,15 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 70 318 | 2 839,72 | 1 854 | 2 796,88 | ||||
| 2026-04-23 | 13F | NewCorp Financial Services, Inc. | 11 263 | 297 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1 389 | 37 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 37 451 | 1,40 | 990 | −0,90 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 18 299 | 482 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 47 853 | 1,93 | 1 261 | 0,16 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 20 565 | 88,26 | 542 | 84,35 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 24 525 | 646 | ||||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 14 169 | 373 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 446 576 | 316,32 | 11 772 | 588 450,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6 704 | 177 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 280 589 | 103,46 | 7 396 | 99,89 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 37 390 | 17,53 | 986 | 15,47 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 192 402 | 8,84 | 5 072 | 6,92 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 12 223 | 322 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 194 160 | 640,08 | 5 118 | 626,99 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 35 423 | 40,09 | 934 | 37,61 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 18 936 | 499 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 192 340 | 306,88 | 5 070 | 299,84 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 6 601 | 174 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 12 857 | 25,10 | 339 | 22,02 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 35 544 | 937 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 607 | 16 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 13 148 | 347 | ||||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 4 140 | 109 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4 353 | 115 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 34 309 | 904 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 10 544 | 36,65 | 278 | 33,82 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 273 585 | 73,46 | 7 212 | 70,39 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 95 511 | 8,35 | 2 518 | 6,43 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 135 875 | 4,15 | 3 582 | 2,31 | ||||
| 2026-04-30 | 13F | Range Financial Group LLC | 16 222 | 428 | ||||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 150 758 | 3 974 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 17 541 | 462 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 65 607 | 195,30 | 1 729 | 190,10 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 50 268 | 47,33 | 1 325 | 44,97 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 110 968 | 311,94 | 3 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 29 402 | 237,37 | 775 | 232,62 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 12 930 | 341 | ||||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 9 741 | 257 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 26 355 | 695 |
