Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January inkluderar Merit Financial Group, LLC, Nbt Bank N A /ny, Curio Wealth, Llc, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 41 924 | 36,15 | 1 571 | 42,82 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29 734 | 0,19 | 1 114 | 5,09 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 6 112 | 2,64 | 229 | 8,02 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 83 599 | 16,43 | 3 133 | 22,10 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 8 049 | 301 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 50 156 | 1,87 | 1 880 | 6,82 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 6 487 | 0,84 | 243 | 6,11 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 84 | 3 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 96 583 | 149,97 | 3 689 | 167,25 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 150 893 | 52,36 | 5 655 | 59,79 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 12 975 | 486 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 17 073 | 1,04 | 666 | 11,37 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 541 364 | 0,84 | 20 290 | 5,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 103 518 | 0,97 | 3 880 | 1,31 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 68 301 | 0,14 | 2 551 | 4,68 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13 424 | 3,87 | 503 | 9,11 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 598 | 4,55 | 22 | 10,00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 57 818 | 2,10 | 2 066 | −2,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 970 | 19,81 | 224 | 25,28 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 84 901 | 0,07 | 3 182 | 4,95 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 100 | 42,86 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 16 177 | 52,01 | 606 | 59,47 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26 457 | 153,35 | 992 | 165,68 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 15 760 | 32,02 | 591 | 39,81 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10 014 | 377 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 146 664 | 15,93 | 5 497 | 21,57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 19 583 | 734 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2 750 | 103 | ||||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 433 892 | 46,69 | 16 262 | 53,84 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 23 773 | 2,59 | 891 | 7,61 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 70 328 | 2,47 | 2 636 | 7,46 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 13 346 | 8,35 | 500 | 13,64 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 17 330 | 1,96 | 650 | 6,92 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 15 994 | 0,27 | 599 | 5,09 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 260 925 | 44,36 | 9 779 | 51,40 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 14 217 | 0,13 | 533 | 4,93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 46 217 | 3,81 | 1 732 | 8,86 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 4 476 | 91,53 | 168 | 101,20 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 32 638 | 0,92 | 1 223 | 5,89 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 400 | 15 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 165 | 1 398,20 | 156 | 1 633,33 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 118 736 | 2,21 | 4 450 | 7,20 |
