Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - January inkluderar Gradient Investments LLC, Triumph Capital Management, Brinker Capital Investments, LLC, Merit Financial Group, LLC, We Are One Seven, LLC, Kfg Wealth Management, Llc, Noble Wealth Management PBC, och Capital Investment Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 254 | 520 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 17 219 | 4,67 | 874 | 14,57 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 312 491 | 6,53 | 15 859 | 16,59 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 46 892 | 3,46 | 2 380 | 13,23 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 155 | 1,18 | 262 | 10,59 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 32 191 | 1,27 | 1 634 | 10,79 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 40 632 | 2 062 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 137 161 | 51,03 | 6 961 | 65,28 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 349 075 | 20,22 | 17 716 | 31,57 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 250 | 58 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 51 800 | 2 629 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4 135 | 210 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 86 895 | 2,04 | 4 410 | 7,67 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 32 649 | 5,01 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 14 | 1 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 5 345 | 271 | ||||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 79 985 | 12,79 | 4 059 | 23,45 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 14 278 | 725 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 7 099 | 360 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 8 637 | 438 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 9 998 | 4,52 | 507 | 14,45 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 68 | 3 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 166 456 | 12,05 | 8 448 | 22,63 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 5 558 | 73,85 | 258 | 67,97 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 36 622 | 49,69 | 1 859 | 63,84 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 3 949 | 200 | ||||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 97 657 | 1 498,31 | 4 956 | 1 651,24 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 9 116 | 4,67 | 463 | 14,64 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 8 973 | 9,56 | 455 | 20,05 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 186 892 | 40,09 | 9 485 | 53,31 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 340 314 | 2,64 | 17 | 13,33 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 086 | 309 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 718 | 36 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 29 282 | 2,17 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77 789 | 1,09 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 42 103 | 10,21 | 2 137 | 20,61 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 498 | 2,27 | 279 | 12,05 |
