Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr April inkluderar Brookstone Capital Management, Commonwealth Equity Services, Llc, Advisory Services Network, LLC, Kfg Wealth Management, Llc, Truist Financial Corp, Pensionmark Financial Group, Llc, Legacy Capital Wealth Partners, LLC, Cetera Investment Advisers, Cypress Wealth Services, LLC, Atlantic Private Wealth, LLC, Central Valley Advisors, Llc, Kestra Advisory Services, LLC, Wick Capital Partners, LLC, Chris Bulman Inc, Change Path, LLC, Kingswood Wealth Advisors, Llc, Raymond James Financial Inc, Cambridge Investment Research Advisors, Inc., Jane Street Group, Llc, och Triad Wealth Partners, 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.
Uppgradera för att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | Kfg Wealth Management, Llc | 49 722 | 1 246 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 15 297 | 383 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 9 774 | 245 | ||||||
2025-07-10 | 13F | Marshall Financial Group LLC | 10 710 | 268 | ||||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 13 668 | 342 | ||||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 7 879 | 0 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 13 717 | 344 | ||||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 9 651 | 242 | ||||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 27 741 | 695 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 9 560 | 239 | ||||||
2025-07-14 | 13F | Chris Bulman Inc | 17 319 | 434 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 725 | 68 | ||||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 15 467 | 387 | ||||||
2025-07-16 | 13F | Signaturefd, Llc | 1 225 | 31 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 50 | 1 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 888 | 22 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 45 281 | 1 134 | ||||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 25 531 | 640 | ||||||
2025-07-30 | 13F | Brookstone Capital Management | 103 174 | 2 585 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 88 284 | 2 | ||||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10 199 | 255 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 22 393 | 561 | ||||||
2025-07-09 | 13F | Central Valley Advisors, Llc | 24 849 | 622 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 339 | 8 | ||||||
2025-08-01 | 13F | FSA Advisors, Inc. | 9 755 | 244 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 27 963 | 700 | ||||||
2025-08-12 | 13F | Change Path, LLC | 15 572 | 390 | ||||||
2025-07-24 | 13F | Weaver Capital Management LLC | 2 039 | 51 | ||||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 31 233 | 782 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 51 685 | 1 300 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 8 395 | 210 | ||||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 8 450 | 212 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1 391 | 35 | ||||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 18 824 | 472 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 330 | 8 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 31 593 | 791 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14 941 | 0 |