Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF inkluderar Columbia Advisory Partners Llc, Caliber Wealth Management, LLC / KS, VestGen Advisors, LLC, Foronjy Financial Llc, BLVD Private Wealth, LLC, SRS Capital Advisors, Inc., Trail Ridge Investment Advisors, LLC, Ibex Wealth Advisors, och Assetmark, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Assetmark, Inc | 46 | 2 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 239 204 | 20,94 | 8 104 | 30,42 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26 702 | 32,88 | 905 | 43,26 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 32 362 | 1,25 | 1 096 | 9,16 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 17 055 | 22,66 | 578 | 32,34 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 34 176 | 1 158 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 154 233 | 2,07 | 5 225 | 10,07 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 37 700 | 20,46 | 1 277 | 29,91 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13 287 | 450 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17 093 | 12,27 | 579 | 21,13 | ||||
| 2025-08-14 | 13F | Acas, Llc | 22 128 | 1,37 | 771 | 12,57 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 207 593 | 2,46 | 7 033 | 10,49 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 145 732 | 0,35 | 5 069 | 11,60 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22 642 | 25,88 | 767 | 35,75 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 115 665 | 1,22 | 3 919 | 9,14 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8 114 | 275 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7 337 | 11,18 | 249 | 19,81 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 63 731 | 1,49 | 2 159 | 9,43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 134 762 | 3,22 | 4 566 | 11,31 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1 635 | 170,25 | 55 | 189,47 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 149 668 | 16,55 | 5 073 | 25,76 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 71 542 | 4,03 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 57 360 | 33,29 | 1 943 | 39,78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 100 | 20,59 | 139 | 30,19 | ||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 6 068 | 209 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 169 996 | 1,51 | 5 759 | 9,47 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 9 859 | 334 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 10 522 | 362 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 26 600 | 155,50 | 901 | 175,54 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9 308 | 315 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 230 | 8 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 6 057 | 205 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 8 236 | 279 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 189 383 | 11,73 | 6 416 | 20,49 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 7 755 | 17,86 | 263 | 23,58 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 170 172 | 9,41 | 5 765 | 17,99 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 22 748 | 86,23 | 771 | 101,04 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15 823 | 22,37 | 1 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 388 | 1 495,40 | 47 | 2 250,00 |
