Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr March inkluderar Caliber Wealth Management, LLC / KS, Bright Futures Wealth Management, LLC., Miracle Mile Advisors, LLC, Brown Wealth Management, Llc, Central Valley Advisors, Llc, Cambridge Investment Research Advisors, Inc., HighTower Advisors, LLC, Wedbush Securities Inc, Apriem Advisors, Lifestyle Asset Management, Inc., Brinker Capital Investments, LLC, FSA Advisors, Inc., Change Path, LLC, Tradition Wealth Management, LLC, HBW Advisory Services LLC, Hrt Financial Lp, Vantage Financial Partners, LLC, Ashton Thomas Private Wealth, LLC, Evolution Wealth Management Inc., och Principal Securities, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 8 446 | 224 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 154 428 | 0,62 | 4 095 | 3,51 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 9 154 | 369,68 | 243 | 384,00 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 9 700 | 257 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 9 946 | 0 | ||||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 9 428 | 250 | ||||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 89 497 | 2 280 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 79 678 | 2 113 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 795 813 | 21 101 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 310 | 247 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 210 367 | 34,84 | 6 | 25,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 737 | 46 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 946 | 131 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2 | 0 | ||||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 52 042 | 1 380 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 959 | 264 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 002 | 133 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 8 400 | 223 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 842 | 102 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 34 334 | 52,51 | 910 | 56,90 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 113 894 | 214,93 | 3 020 | 224,27 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8 209 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 7 732 | 205 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 19 296 | 18,21 | 512 | 21,67 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 20 841 | 553 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 8 804 | 233 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 53 077 | 7,89 | 1 407 | 11,05 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 8 527 | 226 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 62 537 | 0,07 | 1 658 | 2,98 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 34 364 | 3,20 | 911 | 6,18 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 7 983 | 212 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8 352 | 6,49 | 221 | 9,41 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3 919 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35 341 | 43,88 | 937 | 48,26 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 40 553 | 1,34 | 1 075 | 4,27 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6 379 | 169 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10 143 | 0 |
