Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - May inkluderar WPWealth LLP, Weaver Consulting Group, Buckingham Strategic Partners, Phillips Financial Management, Llc, Foundations Investment Advisors, LLC, Annis Gardner Whiting Capital Advisors, LLC, och Creative Financial Designs Inc /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Fragasso Group Inc. | 23 295 | 35,09 | 983 | 43,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 182 540 | 6,47 | 7 703 | 13,26 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 26 185 | 86,52 | 1 105 | 98,74 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 20 991 | 9,39 | 886 | 16,29 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 4 950 | 209 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 127 532 | 53,33 | 5 382 | 63,11 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 14 310 | 604 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 700 | 30 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 015 | 83,68 | 85 | 97,67 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 5 470 | 231 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 16 693 | 106,16 | 704 | 119,31 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 19 081 | 75,15 | 805 | 86,34 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14 407 | 62,31 | 608 | 72,44 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36 996 | 3,05 | 1 561 | 9,62 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10 524 | 55,68 | 444 | 65,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4 994 | 211 | ||||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 13 550 | 572 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 13 114 | 553 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 158 963 | 41,00 | 7 | 50,00 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 26 847 | 1 133 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 21 428 | 14,52 | 904 | 21,83 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 32 498 | 114,51 | 1 371 | 128,50 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 102 331 | 40,51 | 4 318 | 49,46 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 97 971 | 87,30 | 4 134 | 99,23 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 15 830 | 15,17 | 668 | 22,57 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 44 433 | 9,77 | 1 875 | 16,82 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 6 123 | 258 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8 641 | 36,19 | 365 | 45,02 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 122 | 43,53 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 601 | 236 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 71 191 | 193,34 | 3 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 265 | 96 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 71 435 | 12,63 | 3 015 | 19,79 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 7 833 | 330 | ||||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 13 648 | 576 | ||||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 49 253 | 99,58 | 2 078 | 112,47 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 435 671 | 1,98 | 17 183 | −1,80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 38 161 | 13,17 | 1 610 | 20,42 |
