Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February inkluderar Noble Wealth Management PBC, Elmwood Wealth Management, Inc., We Are One Seven, LLC, Stuart Chaussee & Associates, Inc., Mma Asset Management Llc, Signal Advisors Wealth, LLC, Merit Financial Group, LLC, Clay Northam Wealth Management, LLC, Atlantic Union Bankshares Corp, DAVENPORT & Co LLC, Atlantic Private Wealth, LLC, IMG Wealth Management, Inc., Annis Gardner Whiting Capital Advisors, LLC, Evolution Wealth Management Inc., Family Legacy Financial Solutions, LLC, Tower Research Capital LLC (TRC), och Capital A 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | Chris Bulman Inc | 73 300 | 0,89 | 2 786 | 7,07 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 4 340 | 38,35 | 165 | 46,43 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 54 956 | 2,70 | 2 089 | 8,98 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 6 529 | 248 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 157 385 | 1,83 | 44 | 7,50 | ||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 11 253 | 2,56 | 428 | 8,65 | ||||
2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 347 819 | 13,00 | 48 104 | 8,65 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 250 | 48 | ||||||
2025-08-06 | 13F | Penserra Capital Management LLC | 1 542 531 | 16,39 | 59 | 23,40 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 66 805 | 1,17 | 3 | 0,00 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 28 712 | 40,88 | 1 091 | 45,66 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 35 937 | 2,57 | 1 366 | 8,76 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 218 876 | 1,86 | 8 319 | 8,08 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 4 006 | 152 | ||||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 700 | 27 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 222 140 | 4,23 | 8 444 | 10,60 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 8 736 | 12,74 | 332 | 19,86 | ||||
2025-08-14 | 13F | UBS Group AG | 7 141 | 271 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 26 640 | 23,11 | 1 013 | 30,58 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5 384 | 205 | ||||||
2025-08-05 | 13F | Huntington National Bank | 10 | |||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 176 465 | 13,06 | 6 707 | 19,98 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 87 762 | 1,43 | 3 336 | 7,62 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 176 060 | 7,10 | 6 692 | 13,65 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 325 964 | 11 676 | ||||||
2025-07-25 | 13F | We Are One Seven, LLC | 18 881 | 718 | ||||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 300 | 49 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 72 853 | 166,27 | 2 769 | 182,55 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8 097 | 12,77 | 308 | 19,46 | ||||
2025-08-14 | 13F | Colony Group, LLC | 53 235 | 42,16 | 2 023 | 50,86 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 252 398 | 0,81 | 9 594 | 6,98 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 5 338 | 203 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32 871 | 5,24 | 1 250 | 11,81 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 144 089 | 63,94 | 5 477 | 73,95 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 72 669 | 4,98 | 3 | 0,00 | ||||
2025-08-08 | 13F | Gts Securities Llc | 6 958 | 264 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 8 047 | 60,94 | 296 | 65,36 | ||||
2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 5 500 | 209 | ||||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 842 | 25,46 | 412 | 33,33 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 1 574 | 60 | ||||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 53 542 | 106,94 | 2 035 | 119,76 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 9 249 | 49,20 | 352 | 58,11 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 10 153 | 386 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 124 769 | 352,78 | 4 742 | 378,51 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 1 621 | 62 | ||||||
2025-08-12 | 13F | Ascent Wealth Partners, LLC | 86 670 | 24,96 | 3 294 | 32,61 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 9 106 | 29,51 | 346 | 42,56 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 18 910 | 719 | ||||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 11 365 | 432 | ||||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 34 531 | 0,54 | 1 313 | 6,67 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 158 530 | 26,12 | 6 026 | 33,83 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 26 327 | 943 | ||||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 162 | 6 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 19 987 | 9,72 | 760 | 16,41 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-01 | 13F | Advisory Alpha, LLC | 104 928 | 63,34 | 3 988 | 73,32 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 36 419 | 44,47 | 1 384 | 53,44 | ||||
2025-08-15 | 13F | Morgan Stanley | 4 272 | 2 427,81 | 162 | 2 600,00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 512 215 | 3 816,62 | 19 469 | 4 060,04 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 12 513 | 1,07 | 476 | 7,22 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 5 136 | 77,35 | 195 | 83,96 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 103 870 | 0,10 | 3 948 | 6,21 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 340 090 | 3,31 | 12 927 | 9,63 | ||||
2025-08-14 | 13F/A | Barclays Plc | 1 994 | 0 | ||||||
2025-07-16 | 13F | PFS Partners, LLC | 1 200 | 46 | ||||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8 261 | 314 | ||||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8 535 | 5,71 | 324 | 12,11 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 16 258 | 11,39 | 618 | 18,20 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 18 930 | 10,51 | 720 | 17,29 | ||||
2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 81 632 | 0,42 | 3 103 | 6,56 | ||||
2025-07-24 | 13F | Blair William & Co/il | 229 649 | 0,52 | 8 729 | 6,66 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 155 859 | 59,92 | 43 934 | 69,70 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 056 | 1,25 | 154 | 7,69 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 345 | 13 | ||||||
2025-07-23 | 13F | Guild Investment Management, Inc. | 124 345 | 203,28 | 4 726 | 221,93 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 30 835 | 64,46 | 1 172 | 74,66 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 24 483 | 12,33 | 931 | 19,23 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 25 | 1 |