Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January inkluderar Orion Portfolio Solutions, LLC, Sagespring Wealth Partners, Llc, Concurrent Investment Advisors, LLC, Lakeridge Wealth Management LLC, Maia Wealth LLC, XY Planning Network, Inc., Encompass More Asset Management, Keystone Wealth Services, LLC, Ameriflex Group, Inc., Guardian Wealth Advisors, Llc / Nc, och Aptus Capital Advisors, 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 | Susquehanna International Group, Llp | 18 559 | 109,12 | 751 | 121,89 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 119 197 | 48,46 | 4 715 | 53,95 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 5 153 | 208 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 49 071 | 1,23 | 1 985 | 7,41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 139 903 | 38,05 | 5 659 | 46,42 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 529 | 21 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 915 | 3,15 | 442 | 9,43 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 5 058 | 205 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 475 | 147,50 | 96 | 152,63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 389 | 31,78 | 56 | 40,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 49 779 | 77,14 | 2 014 | 87,96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1 491 194 | 3,24 | 60 322 | 9,50 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 135 938 | 0,56 | 5 499 | 6,67 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16 896 | 644 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 858 281 | 0,66 | 34 719 | 6,74 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 474 | 494,86 | 141 | 536,36 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 10 532 | 7,69 | 426 | 14,21 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 39 801 | 135,56 | 1 610 | 150,00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 21 235 | 3,41 | 859 | 9,71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 43 068 | 8,30 | 1 742 | 14,91 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 5 000 | 202 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 079 | 84 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 801 | 130,90 | 73 | 148,28 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3 664 | 176,74 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 300 | 12 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 193 930 | 5,71 | 7 845 | 11,88 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 300 | 12 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 5 268 | 213 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 054 | 69,48 | 164 | 75,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 73 612 | 183,52 | 2 978 | 200,71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 19 353 | 0,07 | 783 | 6,11 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 17 156 | 7,27 | 694 | 13,96 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 23 510 | 1,36 | 951 | 7,58 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 14 602 | 130,03 | 591 | 143,80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 226 879 | 0,87 | 9 | 12,50 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 6 912 | 280 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30 668 | 0,92 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 58 989 | 57,17 | 2 386 | 66,74 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 900 | 239 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6 674 | 270 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 280 | 254 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 5 052 | 204 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 103 220 | 27,16 | 4 | 33,33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23 951 | 2,10 | 969 | 8,28 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 12 593 | 518 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 19 948 | 22,95 | 1 | −100,00 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 5 526 | 224 |
