Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October inkluderar Cornerstone Wealth, LLC/TN, Creative Planning, Envision Financial Transparency, LLC, Advisor OS, LLC, LeClair Wealth Partners LLC, Hidden Cove Wealth Management, LLC, Integrated Wealth Concepts LLC, Inspire Advisors, LLC, PlanVest Financial, Inc, Capstone Triton Financial Group, LLC, TopTier Wealth Management, LLC, Wellington Grp LLC, Tucker Asset Management Llc, och Capital Advisor Network 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 8 349 | 360 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 6 931 | 2,39 | 299 | 0,34 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 6 265 | 6,31 | 270 | 4,65 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 55 118 | 20,91 | 2 376 | 18,68 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 74 859 | 19,05 | 3 309 | 19,81 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 4 782 | 0,08 | 206 | −1,44 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 42 162 | 2,68 | 1 818 | 0,78 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 5 071 | 221 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 6 904 | 298 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 8 414 | 0,55 | 363 | −1,36 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 35 291 | 21,26 | 1 521 | 19,01 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 45 195 | 26,07 | 1 948 | 23,76 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 23 253 | 47,45 | 1 002 | 44,80 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 89 951 | 16,34 | 3 878 | 14,20 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7 393 | 319 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 62 248 | 15,75 | 2 684 | 13,64 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 109 935 | 0,06 | 5 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 254 520 | 20,03 | 10 972 | 17,81 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 9 205 | 76,65 | 397 | 73,68 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 27 239 | 1,60 | 1 174 | −0,25 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 280 834 | 3,74 | 12 | 9,09 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 518 | 8,37 | 22 | 10,00 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 6 000 | 259 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 14 927 | 32,78 | 656 | 35,33 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 146 583 | 26,44 | 6 319 | 24,12 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 3 994 | 172 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 424 039 | 206,64 | 18 624 | 212,47 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 190 888 | 120,27 | 8 229 | 116,21 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 181 597 | 8 215 | ||||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 58 223 | 47,59 | 2 526 | 45,79 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 11 073 | 477 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 627 | 27 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 6 041 | 16,26 | 260 | 14,04 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 12 630 | 544 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 4 908 | 212 | ||||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 51 407 | 1,08 | 2 216 | 110 700,00 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 11 633 | 501 | ||||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 144 195 | 6 216 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 210 695 | 21,94 | 9 083 | 19,70 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 11 337 | 4,83 | 489 | 2,95 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 11 953 | 46,57 | 525 | 49,29 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1 502 834 | 6,00 | 65 | 3,23 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 585 699 | 28,86 | 25 249 | 26,49 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 26 493 | 7,95 | 1 142 | 6,04 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 6 916 | 0,13 | 298 | −1,65 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 13 389 | 2,17 | 577 | 0,35 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 9 330 | 58,65 | 402 | 55,81 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 17 319 | 0,99 | 747 | −0,93 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 13 220 | 1 | ||||||
| 2026-05-12 | 13F | Creative Planning | 15 596 | 672 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 24 474 | 4,55 | 1 055 | 2,63 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 6 583 | 284 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 5 525 | 238 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 116 840 | 25,67 | 5 037 | 23,34 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 781 573 | 18,56 | 34 327 | 122 492,86 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 67 864 | 96,58 | 2 926 | 92,94 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 11 049 | 8,07 | 476 | 6,01 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 385 | 17 | ||||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 166 | 7 |
