Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - February inkluderar Pensionmark Financial Group, Llc, Evolution Wealth Management Inc., Beacon Financial Advisory LLC, Garden State Investment Advisory Services LLC, Garrett Investment Advisors LLC, Ameritas Advisory Services, LLC, och Principal Securities, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | IFP Advisors, Inc | 98 680 | 3 386 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 71 889 | 115,32 | 2 467 | 128,12 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 5 575 | 237,88 | 191 | 260,38 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 474 | 51 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1 732 839 | 2,77 | 59 455 | 8,87 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 57 159 | 23,12 | 1 961 | 30,47 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 6 168 | 212 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 434 957 | 40,88 | 14 924 | 49,23 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 33 625 | 4,75 | 1 154 | 11,40 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 18 102 | 621 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 7 850 | 269 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 86 503 | 1,92 | 2 968 | 7,93 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 59 | 0 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 86 816 | 302,52 | 2 979 | 326,65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 13 564 | 30,12 | 465 | 37,98 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1 012 788 | 0,63 | 34 749 | 6,58 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 109 450 | 3 755 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 141 524 | 1,58 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 110 071 | 21,64 | 3 777 | 28,83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21 640 | 110,85 | 742 | 123,49 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 110 097 | 4,47 | 3 778 | 10,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 85 104 | 275,39 | 2 920 | 297,68 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 6 279 | 215 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 14 410 | 11,13 | 494 | 17,62 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 24 489 | 17,67 | 840 | 24,63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 39 070 | 94,20 | 1 341 | 105,84 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 250 | 9 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 75 896 | 188,60 | 2 604 | 205,99 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 26 495 | 18,97 | 909 | 26,07 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 20 172 | 692 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 11 922 | 4,18 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 26 025 | 1,29 | 892 | 9,73 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 968 724 | 316,22 | 33 238 | 340,93 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 148 837 | 9,87 | 5 107 | 16,10 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 800 | 27 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 98 496 | 72,73 | 3 | 200,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 96 540 | 169,37 | 3 | 200,00 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 8 957 | 307 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 161 082 | 14,08 | 5 527 | 20,84 |
