Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April inkluderar Heritage Wealth Partners, LLC, Talon Private Wealth, LLC, Phoenix Holdings Ltd., Seacrest Wealth Management, Llc, Annis Gardner Whiting Capital Advisors, LLC, We Are One Seven, LLC, Snowden Capital Advisors LLC, Merit Financial Group, LLC, Ambassador Advisors, LLC, Cypress Wealth Services, LLC, Websterrogers Financial Advisors, Llc, Concurrent Investment Advisors, LLC, McAdam, LLC, JDM Financial Group LLC, Evolution Wealth Management Inc., Skopos Labs, Inc., och Rothschild Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | McAdam, LLC | 5 461 | 204 | ||||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 126 032 | 29,22 | 4 700 | 35,15 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 91 071 | 22,61 | 3 396 | 28,25 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 38 015 | 0,32 | 1 418 | 4,89 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 23 823 | 23,38 | 888 | 29,07 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 14 833 | 553 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10 574 | 8,64 | 394 | 13,54 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 25 568 | 5,86 | 953 | 10,69 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 38 127 | 5,36 | 1 422 | 10,16 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 79 289 | 14,70 | 2 957 | 19,92 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13 892 | 7,66 | 524 | 14,95 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 111 337 | 6,00 | 4 152 | 10,84 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 196 814 | 4,79 | 7 339 | 9,59 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 38 420 | 7,05 | 1 433 | 11,96 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 11 123 | 415 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 49 105 | 4,13 | 1 831 | 8,92 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 97 452 | 2,43 | 3 634 | 7,10 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 17 261 | 644 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 27 267 | 9,55 | 1 017 | 4,74 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 21 184 | 43,82 | 790 | 50,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 248 274 | 7,08 | 9 258 | 11,99 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 32 696 | 102,90 | 1 219 | 112,37 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 36 619 | 9,34 | 1 366 | 14,32 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 6 211 | 232 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 34 535 | 2,76 | 1 288 | 7,43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 352 119 | 42,48 | 13 131 | 49,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 220 256 | 32,44 | 8 | 60,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 887 824 | 814,00 | 33 107 | 855,99 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 66 834 | 17,35 | 2 492 | 22,70 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 27 789 | 8,36 | 1 036 | 13,35 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 36 889 | 26,68 | 1 376 | 32,47 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 47 913 | 55,26 | 1 787 | 62,36 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13 636 | 43,52 | 508 | 51,19 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 18 750 | 699 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 15 004 | 1,90 | 559 | 6,48 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 184 668 | 783,20 | 6 886 | 824,30 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 132 | 5 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 275 595 | 18,46 | 10 277 | 23,87 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 283 | 11 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 162 402 | 1 817,15 | 6 056 | 1 904,97 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14 627 | 13,15 | 545 | 18,48 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 16 120 | 21,57 | 601 | 27,33 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 15 324 | 11,59 | 571 | 16,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 173 077 | 30,68 | 6 | 50,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 187 821 | 1,78 | 6 698 | −1,12 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 27 148 | 23,23 | 1 012 | 28,92 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9 200 | 343 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 16 548 | 60,21 | 618 | 73,80 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 7 112 | 265 | ||||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 37 261 | 62,19 | 1 389 | 69,60 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14 866 | 554 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 17 237 | 2,07 | 643 | 6,64 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 988 | 223 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 194 258 | 0,92 | 7 244 | 5,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 75 124 | 18,30 | 2 801 | 23,72 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 838 | 185,76 | 218 | 201,39 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 46 877 | 30,93 | 1 748 | 38,07 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 16 303 | 6,84 | 608 | 11,58 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 69 571 | 1,25 | 2 594 | 5,88 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 12 628 | 36,84 | 471 | 42,86 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25 208 | 17,18 | 940 | 22,56 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 551 834 | 17,13 | 58 | 21,28 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 14 133 | 527 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 20 097 | 24,27 | 749 | 30,03 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 65 124 | 6,58 | 2 428 | 11,48 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 355 944 | 13,71 | 48 068 | 8,13 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 7 480 | 52,25 | 279 | 58,86 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 5 785 | 216 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 235 | 83 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 175 392 | 14,59 | 6 540 | 19,82 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 92 | 3 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 20 186 | 753 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 2 319 292 | 0,62 | 86 486 | 5,22 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 35 728 | 1,32 | 1 332 | 5,97 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 59 733 | 305,71 | 2 227 | 324,19 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 51 635 | 1 925 | ||||||
| 2025-07-14 | 13F | Chris Bulman Inc | 44 472 | 242,09 | 1 658 | 258,10 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 19 968 | 745 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12 047 | 4,42 | 449 | 9,25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 33 512 | 55,21 | 1 250 | 62,42 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 32 307 | 1,13 | 1 205 | 5,71 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 19 032 | 108,02 | 710 | 117,48 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 14 745 | 2,08 | 550 | 6,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14 070 | 525 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 41 688 | 6,20 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 724 892 | 10,17 | 27 | 17,39 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 285 379 | 9,72 | 11 | 11,11 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7 541 | 4,14 | 281 | 8,91 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6 890 | 16,98 | 257 | 21,90 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 145 259 | 7,67 | 5 417 | 12,60 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 109 674 | 0,11 | 4 090 | 4,69 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 213 823 | 0,29 | 7 973 | 4,87 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 58 560 | 32,89 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 53 297 | 19,74 | 1 987 | 25,20 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 6 074 | 397,87 | 226 | 425,58 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 3 808 | 142 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 65 731 | 137,54 | 2 451 | 148,58 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 38 630 | 6,31 | 1 441 | 11,20 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 28 980 | 12,89 | 1 081 | 18,03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 15 356 | 10,07 | 573 | 15,09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 263 404 | 8,56 | 9 822 | 13,52 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12 029 | 4,97 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 33 715 | 1 257 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 63 235 | 1,86 | 2 358 | 3,51 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 52 025 | 19,75 | 1 940 | 25,24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 75 722 | 15,89 | 2 832 | 21,60 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 30 208 | 1 126 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 68 710 | 0,63 | 2 562 | 5,09 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 65 710 | 132,70 | 2 450 | 143,54 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 9 824 | 239,11 | 366 | 255,34 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 159 273 | 1,90 | 5 939 | 6,57 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 171 284 | 7,38 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 48 157 | 5,19 | 1 796 | 9,99 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 23 574 | 2,90 | 879 | 7,72 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1 396 | 0 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 27 765 | 1 031 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 829 207 | 51,54 | 30 921 | 58,47 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12 438 | 6,23 | 464 | 11,03 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 264 240 | 151,23 | 9 854 | 162,75 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 31 484 | 96,55 | 1 185 | 107,36 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 28 954 | 22,51 | 1 080 | 28,15 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 340 | 13 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 40 038 | 444,36 | 1 493 | 469,85 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 74 111 | 2 643 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 156 512 | 8,02 | 5 836 | 12,97 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 403 459 | 20,20 | 15 045 | 25,69 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 23 920 | 0,00 | 892 | 4,58 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 11 300 | 1,80 | 421 | 6,58 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 176 841 | 13,83 | 6 594 | 19,05 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42 054 | 12,69 | 1 568 | 17,89 |
