Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December inkluderar We Are One Seven, LLC, Dynamic Advisor Solutions LLC, HORAN Wealth, LLC, Buckingham Strategic Partners, ORBA Wealth Advisors, L.L.C., Blue Sky Capital Consultants Group, Inc., Dakota Wealth Management, Capital Square, LLC, Sanders Morris Harris Llc, och Bank Of America Corp /de/ .
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 | MBL Wealth, LLC | 116 235 | 12,59 | 4 651 | 19,81 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1 320 | 762,75 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 678 655 | 5,42 | 27 | 12,50 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 54 590 | 3,33 | 2 184 | 9,97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 182 | 1,81 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 29 410 | 2,58 | 1 177 | 9,19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 480 225 | 1,43 | 19 214 | 7,93 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 280 921 | 14,10 | 47 970 | 9,43 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36 098 | 0,44 | 1 465 | 8,36 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 101 271 | 16,33 | 4 052 | 23,77 | ||||
| 2025-08-14 | 13F | UBS Group AG | 36 556 | 11 113,50 | 1 463 | 12 083,33 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 140 382 | 28,58 | 5 617 | 36,81 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 272 664 | 5,99 | 10 909 | 12,79 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 297 797 | 11,25 | 11 915 | 18,38 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 44 169 | 615,29 | 1 767 | 661,64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 805 | 55,40 | 112 | 67,16 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 55 213 | 7,32 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 110 493 | 0,16 | 4 421 | 6,58 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 870 | 16,00 | 35 | 6,25 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 33 745 | 1 350 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 82 895 | 18 321,11 | 3 117 | 18 229,41 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5 313 | 213 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 121 509 | 3,08 | 5 | 0,00 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 7 639 | 9,24 | 306 | 16,41 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 637 470 | 2 060,92 | 25 505 | 2 199,82 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 16 164 | 99,09 | 647 | 111,80 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 30 454 | 0,07 | 1 218 | 6,47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 275 901 | 0,76 | 11 039 | 7,22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43 076 | 1,27 | 1 723 | 7,75 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 13 505 | 540 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5 136 | 205 | ||||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 11 838 | 474 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 848 | 34 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 204 711 | 1,53 | 8 190 | 8,03 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12 787 | 10,01 | 512 | 16,93 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 77 603 | 131,06 | 3 105 | 145,96 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 7 632 | 305 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8 249 | 0,01 | 330 | 6,45 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 8 500 | 340 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28 356 | 1,63 | 1 135 | 8,10 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 13 774 | 88,30 | 551 | 100,36 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 225 796 | 0,91 | 9 034 | 7,38 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 40 229 | 8,46 | 1 610 | 15,42 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 5 030 | 201 | ||||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 29 001 | 15,84 | 1 160 | 23,27 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 5 231 | 209 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 793 | 72 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 26 422 | 1 057 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10 475 | 419 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 111 183 | 0,33 | 4 448 | 6,77 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 67 640 | 1,65 | 2 706 | 8,20 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 575 | 5,00 | 63 | 12,50 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 087 402 | 4,24 | 43 507 | 10,92 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 309 329 | 210,15 | 12 376 | 230,03 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 98 690 | 2,94 | 3 949 | 9,54 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8 178 | 1 494,15 | 327 | 1 621,05 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 5 000 | 200 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 12 757 | 6,53 | 510 | 13,33 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 259 232 | 6,00 | 10 372 | 12,79 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 416 731 | 11,19 | 16 642 | 18,10 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 3 200 | 128 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 19 053 | 762 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19 862 | 13,91 | 795 | 21,22 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 152 400 | 25,47 | 6 098 | 33,50 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 422 | 23 685,19 | 247 | 24 500,00 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 465 981 | 17,53 | 59 | 26,09 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 18 905 | 0,54 | 756 | 7,08 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 5 131 | 206 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 133 170 | 84,86 | 5 423 | 100,22 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 43 295 | 0,58 | 1 732 | 7,05 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 93 555 | 4,21 | 3 743 | 10,90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 87 178 | 0,25 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 6 731 | 24,74 | 269 | 33,17 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 29 676 | 1,75 | 1 187 | 8,30 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 5 147 | 206 | ||||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 6 893 | 0,26 | 277 | 7,36 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 322 | 13 |
