Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November inkluderar Merit Financial Group, LLC, Buckingham Strategic Partners, Northern Trust Corp, We Are One Seven, LLC, Triad Wealth Partners, LLC, Exchange Traded Concepts, Llc, EP Wealth Advisors, Inc., Phillips Financial Management, Llc, Assetmark, Inc, Annis Gardner Whiting Capital Advisors, LLC, och Winnow Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mml Investors Services, Llc | 69 455 | 0,86 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 262 425 | 14,45 | 10 371 | 21,54 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 9 320 | 1,17 | 368 | 7,60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 152 | 46 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 | 8 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 041 | 120 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9 686 | 0,13 | 383 | 6,11 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 50 146 | 1 982 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 229 776 | 3,41 | 9 081 | 9,79 | ||||
| 2025-08-14 | 13F | UBS Group AG | 27 245 | 521,89 | 1 077 | 560,12 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 37 745 | 1 492 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 74 593 | 154,29 | 2 948 | 170,12 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 217 392 | 1,89 | 8 591 | 8,19 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 296 036 | 11,21 | 48 109 | 7,50 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 26 622 | 1 052 | ||||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 33 616 | 1,88 | 1 329 | 8,14 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 8 490 | 0,39 | 336 | 6,69 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 5 103 | 202 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 819 | 27,04 | 111 | 35,37 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 220 | 48 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 37 487 | 7,68 | 1 481 | 14,36 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 5 300 | 209 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 706 | 14,80 | 65 | 16,36 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 50 319 | 58,18 | 1 989 | 67,91 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4 460 | 176 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 19 245 | 761 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 155 302 | 5,57 | 6 138 | 12,09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 65 841 | 0,70 | 3 | 0,00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3 783 | 3 683,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 27 159 | 3,33 | 1 073 | 9,38 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 317 | 13 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 80 253 | 9,16 | 3 225 | 17,87 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 56 858 | 0,28 | 2 247 | 6,49 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 16 319 | 8,70 | 645 | 15,41 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 500 | 20 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 116 178 | 1,16 | 4 591 | 7,42 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 483 262 | 14,55 | 59 | 20,83 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 5 411 | 214 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 411 671 | 13,12 | 16 269 | 20,12 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 17 500 | 4,18 | 692 | 10,56 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 149 330 | 10,63 | 5 902 | 17,46 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 369 | 607 |
