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 Straight Path Wealth Management, Capital Square, LLC, Merit Financial Group, LLC, Wisconsin Wealth Advisors, LLC, Dynamic Advisor Solutions LLC, Blue Sky Capital Consultants Group, Inc., We Are One Seven, LLC, PFS Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 219 020 | 5,35 | 9 604 | 14,95 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 101 245 | 8,17 | 4 440 | 18,03 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 769 430 | 10,98 | 34 | 22,22 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6 596 | 21,79 | 289 | 33,18 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 151 808 | 1,41 | 6 657 | 10,64 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 41 046 | 133,18 | 1 800 | 154,46 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 43 726 | 1 925 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14 452 | 1,98 | 634 | 11,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 255 366 | 4,46 | 11 198 | 13,98 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 49 | 2 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 197 757 | 12,94 | 47 970 | 8,34 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4 955 | 217 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 30 025 | 25,80 | 1 331 | 38,79 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 254 372 | 21,65 | 11 | 37,50 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 18 623 | 1,85 | 817 | 11,17 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 23 370 | 1 025 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 471 740 | 3,14 | 20 686 | 12,53 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 35 724 | 3,12 | 1 566 | 12,50 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10 115 | 444 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 60 395 | 3,58 | 2 648 | 13,02 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5 016 | 163,31 | 220 | 188,16 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 43 967 | 21,79 | 1 928 | 33,82 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 14 684 | 0,66 | 1 | −100,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5 417 | 238 | ||||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 18 597 | 0,11 | 815 | 9,25 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 602 915 | 4,79 | 26 | 13,04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 42 077 | 1,66 | 1 845 | 10,94 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 7 922 | 4,62 | 354 | 16,83 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 36 383 | 8,66 | 1 595 | 18,59 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 72 325 | 353,85 | 3 171 | 395,47 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 68 052 | 2 984 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 321 | 277 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 153 164 | 1,33 | 6 716 | 10,57 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 150 908 | 0,95 | 6 617 | 10,14 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 481 | 222,82 | 21 | 320,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 30 322 | 1,14 | 1 330 | 10,38 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7 359 | 1,55 | 323 | 11,03 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15 022 | 659 | ||||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 12 013 | 10,53 | 527 | 20,64 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 31 396 | 44,35 | 1 377 | 57,44 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 45 949 | 12,42 | 2 015 | 22,66 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 98 760 | 26,82 | 4 204 | 34,32 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 11 341 | 497 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 53 978 | 89,49 | 2 367 | 106,82 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 56 552 | 12,29 | 2 480 | 22,48 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 191 025 | 8,61 | 8 376 | 18,51 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 46 444 | 19,73 | 2 037 | 30,60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 426 259 | 30,91 | 18 691 | 42,84 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 75 358 | 44,56 | 3 304 | 57,71 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 24 012 | 13,87 | 1 053 | 24,20 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 6 302 | 13,90 | 276 | 24,32 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 41 688 | 2,55 | 1 828 | 11,94 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 8 821 | 387 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 43 212 | 0,02 | 1 895 | 9,10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 602 335 | 329,41 | 26 491 | 369,93 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 11 390 | 46,87 | 499 | 60,45 | ||||
| 2025-08-07 | 13F | PFG Advisors | 23 041 | 140,61 | 1 010 | 163,02 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 21 439 | 940 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 112 424 | 46,05 | 4 930 | 58,74 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 31 606 | 3,92 | 1 386 | 13,34 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 41 256 | 82,14 | 1 809 | 98,79 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6 980 | 23,98 | 306 | 35,40 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 86 424 | 54,28 | 3 473 | 50,61 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 12 692 | 4,57 | 557 | 14,17 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 118 841 | 11,25 | 5 211 | 21,38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 183 319 | 123,75 | 8 039 | 144,17 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 152 072 | 2,47 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 197 255 | 2,63 | 9 | 14,29 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 171 897 | 98,90 | 7 538 | 117,02 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 350 501 | 0,12 | 15 369 | 9,23 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 29 218 | 111,72 | 1 281 | 131,23 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 42 315 | 14,27 | 1 856 | 24,66 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1 579 | 69 | ||||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 16 375 | 0,43 | 718 | 9,62 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 134 800 | 778,92 | 6 001 | 874,19 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 314 039 | 49,69 | 13 771 | 63,33 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 26 162 | 10,95 | 1 147 | 21,12 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 21 708 | 15,83 | 952 | 26,29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 590 | 26 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 44 210 | 102,99 | 1 939 | 121,49 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 4 757 | 209 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 14 878 | 24,91 | 652 | 36,40 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 370 809 | 16,33 | 60 | 27,66 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 93 444 | 0,05 | 4 098 | 9,17 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18 519 | 81,77 | 812 | 98,53 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12 210 | 535 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5 527 | 3,17 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 137 829 | 5,10 | 6 044 | 14,67 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 6 875 | 301 |
