Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Equity 10 Buffer ETF - Quarterly inkluderar Grant Street Asset Management, Inc., SMART Wealth LLC, Kestra Private Wealth Services, Llc, Brinker Capital Investments, LLC, Range Financial Group LLC, Morgan Stanley, Change Path, LLC, October Effect Ltd, Vantage Point Financial LLC, Stratos Wealth Advisors, LLC, Accurate Wealth Management, LLC, IFP Advisors, Inc, Ameriflex Group, Inc., Us Bancorp \de\, Farther Finance Advisors, LLC, och Rothschild Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 880 | 27 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7 259 | 225 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 28 155 | 12,67 | 867 | 16,69 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 424 | 2,34 | 229 | 6,05 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 9 029 | 77,53 | 269 | 77,48 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8 527 | 13,08 | 263 | 16,96 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 104 317 | 3 256 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 425 463 | 1,52 | 13 104 | 5,03 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 109 615 | 71,07 | 3 376 | 77,03 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 313 602 | 25,68 | 9 659 | 30,02 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 667 | 21 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 32 046 | 987 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 324 706 | 12,37 | 10 | 25,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29 774 | 49,43 | 917 | 54,64 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 29 427 | 906 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 302 164 | 24,96 | 9 | 28,57 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8 142 | 4,68 | 251 | 8,23 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 125 729 | 2,66 | 3 872 | 6,20 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 18 878 | 60,32 | 581 | 66,00 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 659 766 | 52,72 | 20 321 | 58,01 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 232 937 | 9,17 | 7 174 | 12,94 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 18 952 | 22,53 | 584 | 26,74 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 181 | 67,24 | 129 | 72,97 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 13 446 | 15,84 | 414 | 20,00 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 16 068 | 495 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 12 592 | 388 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 14 010 | 432 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 739 128 | 22 765 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 23 652 | 25,95 | 728 | 30,23 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 237 | 100 | ||||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 30 000 | 8,01 | 924 | 11,86 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 733 | 23 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 112 606 | 11,71 | 3 468 | 15,60 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 121 519 | 77,64 | 3 743 | 83,79 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 350 | 11 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 61 471 | 1,36 | 1 893 | 4,88 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 87 209 | 2 686 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 24 026 | 11,62 | 740 | 15,63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 500 | 15 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7 756 | 239 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 11 497 | 7,68 | 354 | 11,67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 422 343 | 17,86 | 13 008 | 21,93 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36 982 | 7,87 | 1 155 | 13,24 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 81 050 | 1,72 | 2 496 | 5,27 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 8 332 | 7,83 | 257 | 11,30 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 144 694 | 8,88 | 4 457 | 12,64 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 9 979 | 307 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 122 891 | 2,69 | 3 785 | 6,26 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 8 015 | 247 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 655 353 | 57,99 | 20 185 | 63,45 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 44 179 | 7,71 | 1 361 | 11,38 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26 239 | 808 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 48 680 | 152,67 | 1 499 | 161,61 |
