Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - July inkluderar Merit Financial Group, LLC, Cerity Partners LLC, Orion Portfolio Solutions, LLC, Buckingham Strategic Partners, Concurrent Investment Advisors, LLC, Encompass More Asset Management, och Evolution Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 840 | 55,28 | 104 | 70,49 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 324 | 49 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 365 | 78,45 | 161 | 90,48 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 20 678 | 0,02 | 763 | 9,96 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 12 172 | 38,11 | 450 | 56,45 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 137 654 | 3,54 | 5 078 | 13,93 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 274 022 | 3,41 | 10 081 | 13,46 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 14 168 | 521 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 5 718 | 210 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 274 | 1 213,40 | 47 | 1 433,33 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 64 878 | 10,96 | 2 387 | 21,73 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5 778 | 8,85 | 213 | 19,77 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 12 075 | 444 | ||||||
| 2025-07-21 | 13F | Seros Financial, LLC | 245 628 | 19,49 | 9 037 | 34,12 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 31 696 | 35,42 | 1 166 | 48,72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27 346 | 6,26 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 155 | 451 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 14 599 | 22,44 | 537 | 34,59 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 17 955 | 602 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 113 047 | 28,33 | 4 | 100,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 54 273 | 1 997 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 27 761 | 16,83 | 1 021 | 28,27 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 582 | 43,34 | 132 | 57,83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 43 980 | 144,95 | 1 618 | 168,77 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 316 219 | 1,69 | 11 634 | 11,57 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 319 | 232 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 31 600 | 3,27 | 1 163 | 13,26 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7 213 | 265 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31 294 | 18,45 | 1 151 | 30,06 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 75 374 | 2 773 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 258 419 | 5,98 | 9 507 | 16,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 260 801 | 4,95 | 9 595 | 15,15 |
