Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - June inkluderar Seacrest Wealth Management, Llc, Barnes Dennig Private Wealth Management LLC, Raymond James Financial Inc, och Chapman Financial Group, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-07 | 13F | O'Connor Financial Group LLC | 34 725 | 10,34 | 1 239 | 18,81 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 14 185 | 505 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18 597 | 6,59 | 663 | 14,71 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8 063 | 19,17 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 7 687 | 175,82 | 274 | 196,74 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 25 404 | 20,00 | 905 | 28,96 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 6 336 | 226 | ||||||
2025-08-12 | 13F | Archer Investment Corp | 715 | 25 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 17 079 | 16,30 | 608 | 25,10 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 12 397 | 26,27 | 0 | |||||
2025-07-09 | 13F | Central Valley Advisors, Llc | 54 455 | 150,91 | 1 940 | 169,68 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 156 677 | 2,34 | 5 581 | 10,02 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 9 853 | 351 | ||||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 28 810 | 10,23 | 1 026 | 18,48 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 5 745 | 206 | ||||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 4 459 | 159 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 29 466 | 0,26 | 1 050 | 7,81 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 29 391 | 1 047 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 24 581 | 12,34 | 876 | 20,69 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 20 553 | 630,12 | 732 | 815,00 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 151 276 | 9,00 | 5 388 | 16,90 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 1 200 | 43 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 59 099 | 253,84 | 2 | |||||
2025-08-04 | 13F | Spire Wealth Management | 61 991 | 72,75 | 1 703 | 43,23 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 42 278 | 77,27 | 1 506 | 90,51 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 5 688 | 203 | ||||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 104 756 | 3 731 | ||||||
2025-07-22 | 13F | Berger Financial Group, Inc | 222 471 | 8,27 | 7 924 | 16,39 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 29 117 | 11,26 | 1 037 | 19,61 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 57 635 | 35,02 | 2 053 | 45,12 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 34 280 | 1 221 |