Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - October inkluderar Founders Financial Securities Llc, Orion Portfolio Solutions, LLC, Savvy Advisors, Inc., Gts Securities Llc, Aptus Capital Advisors, LLC, och Guardian Wealth Advisors, Llc / Nc .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Principal Securities, Inc. | 3 881 | 47,57 | 143 | 54,35 | ||||
2025-07-25 | 13F | Cwm, Llc | 111 576 | 28,01 | 4 | 33,33 | ||||
2025-08-12 | 13F | LPL Financial LLC | 47 455 | 5,53 | 1 745 | 12,36 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 21 185 | 779 | ||||||
2025-08-14 | 13F | Betterment LLC | 25 393 | 13,22 | 1 | |||||
2025-08-04 | 13F | Spire Wealth Management | 21 761 | 0,00 | 800 | 6,52 | ||||
2025-08-08 | 13F | Gts Securities Llc | 7 643 | 281 | ||||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 61 877 | 1,30 | 2 276 | 7,82 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 18 590 | 3,84 | 684 | 10,52 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 359 421 | 0,88 | 13 220 | 7,40 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 9 555 | 351 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 4 121 | 31,79 | 152 | 39,81 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 17 467 | 603 | ||||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 46 484 | 404,22 | 2 | −99,69 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5 645 | 0 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 250 | 120 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 698 | 52,15 | 62 | 63,16 | ||||
2025-08-14 | 13F/A | Barclays Plc | 1 422 | 1 136,52 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 71 252 | 31,99 | 2 621 | 40,48 | ||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 5 747 | 211 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 10 785 | 10,22 | 0 | |||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 4 593 | 32,86 | 169 | 41,18 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 203 379 | 7,40 | 7 481 | 14,11 | ||||
2025-08-14 | 13F | UBS Group AG | 1 777 | 65 | ||||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 054 | 223 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 52 956 | 2,71 | 1 948 | 10,44 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3 250 | 120 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 42 836 | 145,24 | 1 576 | 161,19 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 29 364 | 44,34 | 1 080 | 53,85 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 43 489 | 7,50 | 1 630 | 16,68 | ||||
2025-07-30 | 13F | Retirement Planning Group | 5 587 | 205 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |