Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity Accelerated 9 Buffer ETF - April inkluderar Stuart Chaussee & Associates, Inc., Gradient Investments LLC, TFAZX - TFA Tactical Income Fund Class I, Brown Financial Advisors, Fisher Asset Management, LLC, Mattson Financial Services, LLC, Paladin Wealth, LLC, och Orion Portfolio Solutions, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 6 530 | 27,34 | 240 | 33,52 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16 988 | 5,89 | 1 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 26 015 | 20,41 | 956 | 26,66 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 42 548 | 19,36 | 1 563 | 25,64 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 121 755 | 42,70 | 4 473 | 50,20 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 43 625 | 1 603 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 818 | 1,61 | 30 | 7,14 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 13 361 | 434,44 | 491 | 463,22 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 351 | 69,72 | 50 | 81,48 | ||||
2025-08-15 | 13F | Brown Financial Advisors | 14 528 | 534 | ||||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 964 | 35 | ||||||
2025-07-08 | 13F | Gradient Investments LLC | 1 249 798 | 45 918 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 19 860 | 37,64 | 730 | 44,93 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 11 900 | 437 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8 592 | 300 | ||||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 12 439 | 457 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 500 | 25,48 | 222 | 22,78 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1 548 569 | 7,74 | 56 894 | 14,73 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 25 914 | 19,12 | 952 | 25,43 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 1 424 118 | 52 322 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 30 492 | 254,89 | 1 120 | 274,58 | ||||
2025-08-07 | 13F | Encompass More Asset Management | 38 570 | 18,70 | 1 417 | 24,96 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 250 | 25,00 | 9 | 50,00 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 12 186 | 448 | ||||||
2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 32 639 | 1 199 | ||||||
2025-07-25 | 13F | Cwm, Llc | 26 284 | 7,28 | 1 |