Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June inkluderar First Heartland Consultants, Inc., Atria Investments Llc, Annis Gardner Whiting Capital Advisors, LLC, We Are One Seven, LLC, Merit Financial Group, LLC, Phoenix Holdings Ltd., Blue Sky Capital Consultants Group, Inc., Tableaux 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 670 634 | 274,26 | 66 | 312,50 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 138 703 | 58,90 | 5 515 | 70,71 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 17 908 | 8,70 | 712 | 16,91 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 107 594 | 3,55 | 4 278 | 11,24 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 54 746 | 46,96 | 2 177 | 57,91 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 304 988 | 12,03 | 47 932 | 8,17 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 19 609 | 9,41 | 780 | 17,50 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 12 882 | 0,01 | 512 | 7,56 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 25 648 | 1 020 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 720 | 426 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 59 227 | 25,73 | 2 355 | 35,05 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 21 471 | 27,45 | 854 | 36,92 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1 450 | 58 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 16 399 | 24,08 | 652 | 33,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 196 618 | 10,32 | 7 818 | 18,51 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23 000 | 138,34 | 924 | 158,82 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 51 065 | 1,90 | 2 030 | 9,49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 331 546 | 76,98 | 13 182 | 90,13 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 171 760 | 36,41 | 6 829 | 46,55 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 2 943 205 | 10,53 | 117 022 | 18,74 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 16 335 | 11,62 | 649 | 19,96 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 12 067 | 8,29 | 480 | 17,11 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 41 353 | 1 644 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 31 131 | 11,54 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 178 359 | 4,92 | 7 092 | 12,72 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 20 | |||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 8 288 | 9,07 | 0 | |||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 75 696 | 3,43 | 3 010 | 11,12 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21 770 | 4,25 | 866 | 12,05 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 11 603 | 1,75 | 461 | 9,24 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 920 | 0,99 | 37 | 9,09 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15 276 | 607 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43 123 | 32,38 | 1 715 | 42,24 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 20 875 | 830 | ||||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 114 802 | 4,53 | 4 565 | 12,30 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 212 948 | 6,70 | 8 467 | 14,62 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 16 451 | 3,27 | 654 | 11,04 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7 900 | 314 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 6 714 | 2 847 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 49 591 | 139,32 | 1 972 | 157,31 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 202 489 | 105,68 | 8 051 | 120,97 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 82 206 | 74,56 | 3 269 | 87,60 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 69 914 | 1,85 | 2 780 | 9,41 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 623 576 | 2 852,12 | 24 793 | 3 074,52 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 368 519 | 389,97 | 14 697 | 428,06 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 30 655 | 73,08 | 1 219 | 85,95 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 950 | 22,41 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 91 125 | 19,80 | 4 | 50,00 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 127 427 | 17,90 | 5 066 | 26,68 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 842 | 155,15 | 33 | 175,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24 297 | 966 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 55 251 | 127,74 | 2 197 | 144,82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 251 711 | 93,36 | 10 008 | 107,76 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6 960 | 4,11 | 277 | 11,74 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 7 925 | 315 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 065 | 23,09 | 201 | 30,52 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 63 535 | 16,62 | 2 526 | 25,30 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 15 838 | 77,78 | 630 | 91,19 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 227 | 2,47 | 248 | 9,78 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12 457 | 29,36 | 495 | 39,04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 36 668 | 149,09 | 1 458 | 167,83 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5 677 | 226 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 37 875 | 1,55 | 1 506 | 9,06 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 568 | 23 | ||||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 19 407 | 42,94 | 772 | 53,59 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21 114 | 89,07 | 839 | 103,15 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 22 588 | 31,69 | 898 | 41,64 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 13 967 | 1 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3 055 | 9,03 | 121 | 17,48 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 120 549 | 179,70 | 5 | 300,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4 820 | 2,53 | 192 | 10,40 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 9 920 | 394 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 99 564 | 622,00 | 3 959 | 676,08 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12 413 | 29,19 | 494 | 38,87 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 33 247 | 1 322 | ||||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 138 697 | 0,40 | 5 515 | 7,86 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 15 420 | 30,07 | 613 | 39,95 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10 789 | 429 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 28 608 | 4,95 | 1 137 | 12,80 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 574 | 28,70 | 23 | 37,50 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 17 652 | 55,50 | 702 | 66,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 494 108 | 25,35 | 19 646 | 34,67 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 24 896 | 2,73 | 990 | 10,38 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 5 674 | 226 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 327 | 13 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 45 035 | 0,69 | 1 804 | 9,00 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 9 600 | 23,87 | 382 | 33,22 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 24 229 | 5,62 | 963 | 13,43 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 493 506 | 15,39 | 59 | 25,53 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 416 018 | 34,28 | 16 541 | 44,25 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 10 525 | 11,08 | 418 | 19,43 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 39 846 | 43,14 | 1 584 | 53,79 |
