Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September inkluderar We Are One Seven, LLC, Merit Financial Group, LLC, Hengehold Capital Management Llc, Creative Planning, Centaurus Financial, Inc., Mma Asset Management Llc, PFS Partners, LLC, SJS Investment Consulting 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8 377 | 343 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 54 620 | 5,05 | 2 233 | 11,82 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 205 041 | 0,10 | 8 384 | 6,56 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 5 085 | 208 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 179 868 | 6,09 | 7 355 | 12,95 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9 734 | 7,29 | 398 | 14,37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 49 467 | 0,15 | 2 023 | 6,59 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 1 677 | 1,21 | 69 | 7,94 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4 928 | 168,85 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 40 405 | 3,18 | 1 652 | 9,84 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 1 300 | 53 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 3 106 | 25,85 | 127 | 35,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 205 | 8 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 338 746 | 6,17 | 13 851 | 13,02 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 301 | 12 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 252 721 | 12,40 | 47 979 | 8,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 323 809 | 16,93 | 13 241 | 24,47 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13 301 | 544 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 12 527 | 1,20 | 512 | 8,94 | ||||
| 2025-08-08 | 13F | Creative Planning | 4 893 | 200 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 52 920 | 291,13 | 2 164 | 316,76 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12 458 | 509 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 240 622 | 0,77 | 9 839 | 7,28 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21 078 | 12,09 | 862 | 19,25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 162 016 | 2,88 | 6 625 | 9,52 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 500 | 20 | ||||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 866 | 15,16 | 151 | 17,97 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 433 715 | 15,78 | 59 | 23,40 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 459 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 31 677 | 1 295 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 329 | 13 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17 580 | 2,40 | 719 | 8,95 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30 844 | 189,15 | 1 261 | 208,31 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25 640 | 9,04 | 1 048 | 16,06 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11 479 | 9,54 | 469 | 16,67 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 40 539 | 3,86 | 1 658 | 10,54 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 86 635 | 73,57 | 3 543 | 84,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 122 394 | 190,57 | 5 | 400,00 |
