Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July inkluderar Talon Private Wealth, LLC, Fortune Financial Advisors, LLC, Cornerstone Wealth, LLC/TN, Prossimo Advisors, LLC, Summit Financial, LLC, Private Advisor Group, LLC, Diversify Wealth Management, Llc, Advisor OS, LLC, Integrated Wealth Concepts LLC, LeClair Wealth Partners LLC, Inspire Advisors, LLC, Capstone Triton Financial Group, LLC, Commerce Advisors, LLC, BridgePort Financial Solutions, LLC, TopTier Wealth Management, LLC, PlanVest Financial, Inc, och IAG Wealth Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 72 044 | 96,99 | 3 312 | 94,99 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 15 038 | 7,86 | 691 | 6,80 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 140 610 | 134,71 | 6 464 | 132,40 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 6 342 | 293 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 39 843 | 2,72 | 1 831 | 1,72 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 8 721 | 401 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 73 837 | 17,97 | 3 476 | 19,58 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 7 634 | 0 | ||||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 33 953 | 26,46 | 1 561 | 25,20 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 219 629 | 7,11 | 10 096 | 6,04 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 212 630 | 3,04 | 9 774 | 2,03 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 3 957 | 182 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 112 218 | 26,81 | 5 158 | 25,56 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 8 809 | 405 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 287 524 | 3,04 | 13 | 8,33 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 115 809 | 1,94 | 5 323 | 0,93 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 32 160 | 1 478 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 4 830 | 222 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7 209 | 331 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 4 965 | 228 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 1 117 | 888,50 | 52 | 920,00 | ||||
| 2026-04-15 | 13F | City Holding Co | 5 590 | 0,27 | 257 | −0,78 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 21 530 | 0,86 | 997 | 0,61 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 9 979 | 459 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 142 284 | 24,83 | 6 540 | 23,58 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 39 807 | 1 830 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 8 090 | 386 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 19 757 | 6,33 | 908 | 5,34 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 167 700 | 93,26 | 7 709 | 91,36 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 366 446 | 750,78 | 17 014 | 766,29 | ||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 44 756 | 10,59 | 2 072 | 10,22 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 299 | 14 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 125 786 | 12,88 | 5 782 | 11,77 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 44 770 | 288,39 | 2 058 | 284,49 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6 537 | 0,37 | 300 | −0,66 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 9 848 | 11,04 | 453 | |||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 64 351 | 8,31 | 2 958 | 7,25 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 33 811 | 0,01 | 1 554 | 77 600,00 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 22 248 | 1 064 | ||||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 12 024 | 15,06 | 553 | 13,81 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 61 166 | 0,45 | 2 812 | −0,57 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 110 664 | 5 087 | ||||||
| 2026-05-12 | 13F | Creative Planning | 18 325 | 842 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 19 725 | 31,40 | 907 | 30,17 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1 419 362 | 6,00 | 65 | 4,84 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 456 099 | 11,08 | 20 966 | 9,97 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 28 762 | 1 322 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 6 671 | 307 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 8 026 | 369 | ||||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 11 950 | 22,40 | 549 | 21,19 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1 506 | 69 | ||||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 74 | 3 | ||||||
| 2026-04-29 | 13F | Prossimo Advisors, LLC | 21 554 | 991 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 89 937 | 19,29 | 4 134 | 18,11 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 16 502 | 1,31 | 759 | 0,26 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 7 120 | 327 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 39 606 | 335,57 | 1 821 | 331,28 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 25 549 | 10,88 | 1 174 | 9,82 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5 831 | 3,42 | 268 | 2,68 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 70 045 | 0,63 | 3 220 | −0,37 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 5 825 | 268 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 28 294 | 19,99 | 1 301 | 18,83 |
