Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April inkluderar Berkshire Money Management, Inc., Onyx Bridge Wealth Group LLC, Ambassador Advisors, LLC, Merit Financial Group, LLC, Helium Advisors LLC, Collaborative Wealth Managment Inc., WorthPointe, LLC, Phoenix Holdings Ltd., och Blue Bell Private Wealth Management, 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 | LPL Financial LLC | 51 146 | 28,91 | 1 656 | 35,29 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 11 222 | 363 | ||||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 15 459 | 5,51 | 501 | 4,38 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 29 566 | 18,35 | 958 | 24,29 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9 452 | 306 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16 829 | 545 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 27 843 | 912 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 123 | 40,89 | 198 | 47,76 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 16 500 | 0,65 | 534 | 5,74 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 43 552 | 26,07 | 1 | −99,91 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29 093 | 0,87 | 1 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 27 934 | 174,05 | 905 | 187,90 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 221 | 25,96 | 137 | 32,04 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6 456 | 209 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 23 363 | 4,76 | 757 | 10,04 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 92 851 | 3 007 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 513 384 | 222,77 | 16 626 | 238,89 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 103 688 | 360,45 | 3 358 | 383,72 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 98 604 | 55,48 | 3 193 | 63,24 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1 124 | 36 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 25 704 | 14,40 | 832 | 20,06 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 25 905 | 839 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 23 639 | 5,78 | 766 | 11,03 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 53 652 | 14,86 | 1 738 | 20,54 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 15 184 | 1,57 | 492 | 6,51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 457 | 12,24 | 310 | 19,69 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 69 797 | 57,51 | 2 260 | 65,33 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 9 504 | 308 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 62 729 | 2 032 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 9 178 | 297 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 36 835 | 10,29 | 1 193 | 15,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 43 749 | 2,75 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 130 446 | 34,62 | 4 225 | 41,32 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 14 231 | 20,41 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6 593 | 0,78 | 214 | 5,97 | ||||
| 2025-08-14 | 13F | Acas, Llc | 18 039 | 7,06 | 604 | 17,09 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 101 740 | 3 295 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 23 962 | 2,38 | 776 | 7,48 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 065 | 13,85 | 164 | 19,71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 22 806 | 0,82 | 746 | 6,89 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 17 745 | 6,65 | 575 | 11,89 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 23 782 | 1,49 | 770 | 6,65 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 19 480 | 631 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18 233 | 31,99 | 590 | 39,81 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 6 750 | 218 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9 027 | 0,85 | 292 | 5,80 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 454 632 | 14 724 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8 913 | 10,04 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 657 | 54 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 186 856 | 82,45 | 6 051 | 91,52 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 81 890 | 0,27 | 2 652 | 5,28 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 65 499 | 40,46 | 2 162 | 50,35 |
