Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - January inkluderar Gradient Investments LLC, och Pensionmark Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 97 227 | 0,84 | 4 883 | 8,61 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 007 | 36,11 | 201 | 46,72 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1 454 | 4 746,67 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 18 865 | 905 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 83 628 | 12,38 | 4 200 | 21,04 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 6 154 | 1,27 | 309 | 9,19 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 26 225 | 1,50 | 1 317 | 9,39 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 101 425 | 3,59 | 5 | 25,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 131 161 | 3,74 | 6 588 | 11,74 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 36 134 | 14,88 | 1 815 | 23,74 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 512 656 | 5,76 | 25 748 | 13,90 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17 145 | 2,36 | 861 | 10,24 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 050 | 203 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3 926 | 201 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 13 404 | 31,00 | 1 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 15 828 | 30,15 | 795 | 40,04 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 130 | 57 | ||||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 51 349 | 3,12 | 2 579 | 11,02 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 654 965 | 19,04 | 33 | 28,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 99 374 | 12,51 | 4 991 | 21,20 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 19 248 | 303,95 | 967 | 335,14 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1 180 | 138,38 | 59 | 7,27 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 157 366 | 357,71 | 7 338 | 345,27 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 369 781 | 2,21 | 17 128 | −3,10 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 867 | 48,76 | 94 | 55,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 9 775 | 1 727,10 | 491 | 1 941,67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 16 769 | 842 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 12 944 | 5,61 | 650 | 13,84 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 55 073 | 4,74 | 2 766 | 12,85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 170 092 | 950,21 | 8 604 | 1 039,60 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 5 565 | 76,44 | 260 | 71,52 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 56 408 | 2,57 | 2 833 | 10,49 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 113 130 | 0,83 | 5 682 | 8,58 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 27 875 | 1 400 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 39 806 | 0,25 | 1 999 | 8,00 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 248 975 | 0,01 | 12 505 | 7,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 130 253 | 16,16 | 6 541 | 25,11 |
