Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March inkluderar Talon Private Wealth, LLC, WealthPlan Investment Management, LLC, WealthPLAN Partners, LLC, Tableaux Llc, Gries Financial Llc, CRA Financial Services, LLC, Arkadios Wealth Advisors, Garden State Investment Advisory Services LLC, LaSalle St. Investment Advisors, LLC, och Farther Finance 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 63 970 | 2 406 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 18 521 | 1,91 | 697 | 7,74 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 54 703 | 8,61 | 2 057 | 14,92 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 071 | 37,84 | 40 | 48,15 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 279 | 387 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 38 473 | 8,75 | 1 447 | 15,04 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 68 910 | 2,74 | 2 592 | 8,68 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 908 363 | 34 164 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 353 | 0 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 30 475 | 8,84 | 1 146 | 15,18 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16 525 | 18,04 | 1 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1 554 378 | 6 228,13 | 58 460 | 6 596,45 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21 490 | 5,14 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Gries Financial Llc | 16 500 | 621 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16 629 | 112,02 | 625 | 124,82 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 23 823 | 2,29 | 896 | 8,22 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 149 328 | 14,10 | 5 616 | 20,72 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 195 982 | 2 497,16 | 7 371 | 2 650,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 533 | 208 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 92 856 | 10,77 | 3 | 50,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14 209 | 3,78 | 534 | 9,88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15 519 | 48,89 | 584 | 57,57 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 23 403 | 0,65 | 1 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5 550 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 65 998 | 126,02 | 2 482 | 139,11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16 569 | 129,68 | 1 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 9 100 | 342 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 30 823 | 0,46 | 1 159 | 6,33 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 135 566 | 9,61 | 5 099 | 15,76 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 166 | 81 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 59 498 | 2 238 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 89 170 | 10,07 | 3 354 | 16,46 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 19 097 | 7,63 | 1 | −100,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 234 182 | 8 808 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 13 010 | 489 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 62 936 | 3 151 |
