Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly inkluderar Orion Portfolio Solutions, LLC, Lee Johnson Capital Management, Llc, Benjamin Edwards Inc, Advyzon Investment Management, LLC, Hrt Financial Lp, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Ashton Thomas Private Wealth, LLC, IFP Advisors, Inc, Blue Bell Private Wealth Management, Llc, och Farther Finance 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 621 | 85 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12 513 | 408 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 488 | 248,57 | 16 | 275,00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 955 | 31 | ||||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 6 228 | 203 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 46 636 | 1 519 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 459 524 | 31,62 | 15 | 40,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 19 574 | 638 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 109 546 | 54,18 | 3 653 | 68,57 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6 394 | 208 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 203 221 | 162,62 | 6 621 | 178,27 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 290 | 9 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 18 604 | 6,59 | 606 | 13,06 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 77 383 | 2 379 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 74 | −3,90 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 103 345 | 10,11 | 3 367 | 16,67 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 456 | 0 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5 644 | 1 185,65 | 184 | 1 307,69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 34 870 | 179,52 | 1 136 | 196,61 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13 919 | 0 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 12 449 | 56,41 | 406 | 65,98 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 17 945 | 46,24 | 585 | 54,91 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 28 056 | 97,44 | 914 | 109,63 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 44 790 | 26,95 | 1 459 | 34,59 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 32 632 | 1 063 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 2 042 | 19,21 | 67 | 26,92 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7 053 | 230 |
