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 Advyzon Investment Management, LLC, Benjamin Edwards Inc, Pnc Financial Services Group, Inc., Merit Financial Group, LLC, Silverlake Wealth Management Llc, Blue Sky Capital Consultants Group, Inc., Straight Path Wealth Management, Collaborative Wealth Managment Inc., Luminist Capital LLC, Noble Wealth Management PBC, Skopos Labs, Inc., 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.
Uppgradera för att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Citadel Advisors Llc | 16 410 | 118,16 | 678 | 131,85 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 11 089 | 458 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 479 466 | 0,57 | 20 | 5,56 | ||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 12 044 | 1,29 | 497 | 7,81 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 6 050 | 62,24 | 250 | 72,92 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 136 746 | 1,44 | 5 683 | 8,52 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 5 000 | 206 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 979 | 2 122,91 | 157 | 2 516,67 | ||||
2025-08-12 | 13F | LPL Financial LLC | 326 323 | 7,89 | 13 477 | 14,69 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 43 088 | 31,04 | 1 780 | 39,97 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 17 305 | 11,90 | 715 | 19,00 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 2 618 | 64,14 | 108 | 77,05 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 1 000 | 39 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 222 724 | 7,26 | 9 199 | 14,02 | ||||
2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 243 947 | 7,70 | 10 | 25,00 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 55 967 | 90,48 | 2 311 | 102,54 | ||||
2025-07-18 | 13F | Truist Financial Corp | 156 776 | 2,17 | 6 475 | 8,61 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 24 514 | 2,82 | 1 012 | 9,29 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 42 599 | 0,90 | 1 759 | 7,26 | ||||
2025-07-29 | 13F | Straight Path Wealth Management | 5 218 | 216 | ||||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 18 582 | 20,86 | 1 | −100,00 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 6 045 | 250 | ||||||
2025-07-15 | 13F | Armis Advisers, LLC | 31 481 | 1,31 | 1 300 | 7,71 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 67 063 | 87,18 | 2 770 | 99,07 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 163 454 | 1,29 | 6 751 | 7,67 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 233 843 | 100,42 | 9 658 | 113,08 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 236 401 | 9 763 | ||||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 5 015 | 207 | ||||||
2025-07-25 | 13F | Cwm, Llc | 206 666 | 28,01 | 9 | 33,33 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 43 437 | 23,84 | 1 794 | 31,64 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 51 | 2 | ||||||
2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 5 994 | 248 | ||||||
2025-08-07 | 13F | Encompass More Asset Management | 48 350 | 19,60 | 1 997 | 27,13 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 509 494 | 24,36 | 21 042 | 32,21 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 92 225 | 1,04 | 3 809 | 7,39 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 5 757 | 238 | ||||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 8 958 | 17,96 | 370 | 25,08 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 114 232 | 35,97 | 4 438 | 33,48 | ||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 35 955 | 0,13 | 1 496 | 7,25 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 175 393 | 53,54 | 7 244 | 63,24 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 201 180 | 0,13 | 8 309 | 6,44 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 4 850 | 200 | ||||||
2025-07-24 | 13F | Vantage Point Financial LLC | 11 413 | 37,18 | 471 | 45,82 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 61 337 | 2 533 | ||||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 318 | 13 | ||||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 75 655 | 3 125 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 81 530 | 65,80 | 3 367 | 75,73 | ||||
2025-07-09 | 13F | Triumph Capital Management | 29 809 | 11,54 | 1 231 | 18,59 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 136 818 | 75,33 | 5 752 | 89,77 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 11 713 | 59,17 | 484 | 69,47 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 5 950 | 4,24 | 246 | 10,86 | ||||
2025-08-06 | 13F | Penserra Capital Management LLC | 1 420 155 | 16,13 | 59 | 23,40 | ||||
2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 240 871 | 12,75 | 48 059 | 8,92 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 29 248 | 1 208 | ||||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 6 253 | 258 | ||||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 13 004 | 1,98 | 537 | 8,48 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 24 808 | 2,94 | 1 025 | 9,40 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 94 157 | 1,58 | 3 889 | 7,97 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12 181 | 503 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |