BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF - Institutionellt ägande - Säljare

Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
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Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-08-01 13F Envestnet Asset Management Inc 1 717 555 −6,38 55 021 −4,43
2025-07-22 13F Miracle Mile Advisors, LLC 39 853 −9,41 1 278 −7,39
2025-07-09 13F Fermata Advisors, LLC 0 −100,00 0
2025-05-16 13F Jones Financial Companies Lllp 0 −100,00 0
2025-08-04 13F Assetmark, Inc 0 −100,00 0
2025-08-12 13F SRS Capital Advisors, Inc. 8 071 −0,17 259 1,98
2025-07-25 13F Atria Wealth Solutions, Inc. 177 994 −29,26 5 710 −27,68
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-08-14 13F Novus Advisors, Llc 0 −100,00 0
2025-08-08 13F Larson Financial Group LLC 1 004 −47,63 32 −46,67
2025-07-16 13F Arlington Capital Management, Inc. 0 −100,00 0
2025-08-06 13F Legacy Wealth Managment, LLC/ID 2 485 −97,49 80 −97,46
2025-07-24 13F Blair William & Co/il 0 −100,00 0
2025-07-22 13F Belpointe Asset Management LLC 0 −100,00 0
2025-05-15 13F Talon Private Wealth, LLC 0 −100,00 0 −100,00
2025-08-12 13F Gladstone Institutional Advisory LLC 6 600 −13,16 212 −11,34
2025-08-05 13F Milestone Asset Management, Llc 110 095 −1,29 3 532 0,91
2025-07-14 13F Wealth Advisory Solutions, LLC 27 905 −2,74 895 −0,56
2025-07-14 13F Chris Bulman Inc 56 170 −14,09 1 802 −12,19
2025-08-08 13F CFO4Life Group, LLC 10 856 −68,71 348 −68,01
2025-08-14 13F Garden State Investment Advisory Services LLC 0 −100,00 0
2025-07-15 13F BCS Wealth Management 35 887 −21,17 1 0,00
2025-08-06 13F Vantage Financial Partners, LLC 33 661 −9,54 1 080 −7,54
2025-07-28 13F RFG Advisory, LLC 110 055 −22,82 3 531 −21,10
2025-05-08 13F IFG Advisory, LLC 0 −100,00 0
2025-07-29 13F Madison Wealth Partners, Inc 32 038 −22,80 1 028 −21,12
2025-08-14 13F Diversify Advisory Services, LLC 34 550 −0,29 1 123 3,13
2025-08-04 13F Prairie Wealth Advisors, Inc. 209 419 −5,06 6 718 −2,93
2025-07-08 13F Gradient Investments LLC 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 1 690 579 −8,16 54 234 −6,11
2025-07-11 13F SILVER OAK SECURITIES, Inc 66 969 −12,24 2 148 −10,28
2025-07-25 13F We Are One Seven, LLC 43 921 −0,45 1 409 1,73
2025-08-13 13F Wealthquest Corp 3 153 269 −8,41 101 157 −6,37
2025-08-04 13F Arkadios Wealth Advisors 29 622 −32,11 950 −30,61
2025-08-08 13F Creative Planning 0 −100,00 0
2025-08-14 13F Pine Harbor Wealth Management, LLC 0 −100,00 0
2025-08-15 13F Kestra Advisory Services, LLC 304 525 −12,71 9 769 −10,75
2025-05-14 13F Orion Capital Management LLC 0 −100,00 0
2025-08-12 13F Tradition Wealth Management, LLC 0 −100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 0 −100,00 0
2025-07-28 13F Compass Advisory Group LLC 694 363 −0,75 22 275 1,46
2025-07-28 13F Ritholtz Wealth Management 21 655 −38,61 695 −37,25
2025-07-09 13F Triumph Capital Management 40 118 −26,91 1 287 −25,32
2025-08-14 13F Wells Fargo & Company/mn 0 −100,00 0
2025-08-05 13F WorthPointe, LLC 11 924 −1,41 383 0,79
2025-07-23 13F RiverTree Advisors, LLC 30 886 −3,08 991 −0,90
2025-08-12 13F Integrated Advisors Network LLC 9 780 −34,43 314 −33,12
2025-07-21 13F Ameritas Advisory Services, LLC 4 951 −57,80 159 −57,07
2025-08-01 13F PCA Investment Advisory Services Inc. 12 650 −1,17 406 1,00
2025-08-15 13F Brown Financial Advisors 0 −100,00 0
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-06 13F Capasso Planning Partners LLC 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 631 −96,97 20 −96,93
2025-08-11 13F Brown Wealth Management, Llc 133 494 −0,34 4 282 1,88
2025-08-01 13F Ashton Thomas Private Wealth, LLC 39 961 −3,55 1 282 −1,46
2025-04-09 13F Paladin Wealth, LLC 0 −100,00 0
2025-07-21 13F Keystone Financial Group, Inc. 14 486 −42,28 467 −40,89
2025-07-30 13F Eqis Capital Management, Inc. 9 577 −5,84 307 −3,76
2025-08-12 13F Long Island Wealth Management, Inc. 212 397 −0,64 6 814 1,58
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13 364 −32,79 429 −31,30
2025-07-29 13F Stratos Wealth Advisors, LLC 293 951 −15,96 9 430 −14,09
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-14 13F Mml Investors Services, Llc 190 595 −9,35 6 0,00
2025-08-08 13F Avantax Advisory Services, Inc. 7 582 −33,65 243 −32,12
2025-05-15 13F Bank Of America Corp /de/ 0 −100,00 0
2025-07-28 13F Sagespring Wealth Partners, Llc 24 782 −2,29 795 0,00
2025-07-24 13F Ronald Blue Trust, Inc. 35 680 −1,05 1 145 1,15
2025-08-14 13F Mariner, LLC 14 960 −35,25 480 −33,84
2025-07-09 13F Keystone Wealth Services, LLC 18 625 −44,35 597 −43,14
2025-08-12 13F O'shaughnessy Asset Management, Llc 23 213 −35,40 745 −33,98
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 467 315 −0,70 14 991 1,51
2025-08-11 13F Atlantic Private Wealth, LLC 0 −100,00 0
2025-08-06 13F Legacy Investment Solutions, LLC 2 485 −6,79 80 −5,95
2025-08-11 13F HighTower Advisors, LLC 40 041 −0,93 1 285 1,26
2025-08-14 13F Arete Wealth Advisors, LLC 23 080 −17,20 1
2025-07-10 13F Signal Advisors Wealth, LLC 6 370 −27,37 204 −25,82
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0
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