Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January inkluderar We Are One Seven, LLC, Buckingham Strategic Partners, Commons Capital, Llc, Vantage Point Financial LLC, Merit Financial Group, LLC, Drive Wealth Management, Llc, Collaborative Wealth Managment Inc., Atlantic Union Bankshares Corp, Chapman Financial Group, Llc, BlackRock, Inc., CIBC Private Wealth Group, LLC, och Skopos Labs, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 032 | 216,56 | 44 | 238,46 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 166 112 | 12,06 | 48 184 | 8,06 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 403 353 | 27,65 | 62 | 35,56 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 103 236 | 0,78 | 4 548 | 7,04 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 86 191 | 2,95 | 3 797 | 9,36 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 4 275 | 188 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 37 674 | 0,93 | 1 660 | 7,24 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 40 479 | 25,82 | 1 783 | 34,57 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 52 613 | 0,59 | 2 318 | 6,82 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6 832 | 301 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 354 921 | 10,41 | 15 634 | 17,28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 670 791 | 1,93 | 29 548 | 8,27 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6 819 | 22,86 | 300 | 30,43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 182 762 | 30,40 | 8 051 | 38,51 | ||||
| 2025-08-14 | 13F | UBS Group AG | 10 463 | 76,38 | 461 | 86,99 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 6 934 | 14,03 | 305 | 21,03 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 49 122 | 5,71 | 2 164 | 12,25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 246 556 | 23,61 | 11 | 25,00 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 28 387 | 10,47 | 1 250 | 17,37 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 36 786 | 4,07 | 1 620 | 10,58 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12 931 | 570 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 30 396 | 11,60 | 1 339 | 18,51 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 11 972 | 304,19 | 1 | −100,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 54 678 | 1,14 | 2 409 | 7,45 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 257 903 | 3,60 | 11 361 | 10,05 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6 605 | 291 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 730 | 208 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 43 978 | 0,57 | 1 937 | 6,84 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 126 543 | 1 096,96 | 5 574 | 1 172,60 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 756 | 210 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 5 772 | 254 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 103 065 | 0,97 | 4 540 | 7,25 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 223 936 | 7,63 | 10 | 12,50 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 17 845 | 266,43 | 754 | 274,63 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 21 486 | 0,40 | 946 | 6,65 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 134 446 | 1,64 | 5 922 | 7,97 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 100 557 | 63,96 | 4 430 | 74,16 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 122 013 | 0,75 | 5 375 | 7,01 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 52 823 | 91,32 | 2 327 | 103,32 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 7 582 | 334 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 445 | 595,31 | 20 | 850,00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 122 471 | 1,11 | 5 395 | 7,41 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 5 973 | 263 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 40 361 | 82,54 | 1 778 | 94,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22 955 | 12,32 | 1 011 | 19,36 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 45 255 | 19,75 | 1 993 | 27,19 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 33 745 | 64,15 | 1 486 | 74,41 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3 033 | 261,50 | 134 | 291,18 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 75 735 | 155,93 | 3 336 | 171,44 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4 611 | 203 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 103 394 | 243,15 | 4 288 | 236,76 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11 210 | 13,28 | 494 | 20,24 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 62 955 | 1,37 | 2 773 | 5,72 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 319 | 14 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 114 | 5 | ||||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 72 939 | 11,32 | 3 213 | 18,22 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7 585 | 334 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 326 | 2,92 | 235 | 9,35 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 19 113 | 842 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 11 095 | 81,47 | 489 | 92,89 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 197 732 | 91,24 | 8 710 | 103,17 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18 932 | 834 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 243 042 | 21,86 | 10 706 | 29,46 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 639 | 116 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 40 576 | 1,69 | 1 787 | 8,04 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9 152 | 17,88 | 403 | 25,55 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 401 391 | 286,10 | 17 681 | 310,14 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 9 530 | 76,94 | 395 | 74,01 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12 746 | 561 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 7 407 | 5,48 | 326 | 12,03 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 12 533 | 0,76 | 552 | 7,18 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 334 566 | 15,42 | 59 | 23,40 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 7 332 | 323 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 351 885 | 0,23 | 15 501 | 6,46 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 59 993 | 5,42 | 2 643 | 12,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 102 529 | 1,77 | 4 516 | 8,12 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 26 143 | 20,00 | 1 152 | 27,46 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 176 457 | 4,04 | 7 773 | 10,51 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 304 | 13 |
