Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to October 2026, omfatter Csenge Advisory Group, og Orion Portfolio Solutions, LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27.995 | 0,74 | 1 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 34.198 | 866 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 50.784 | 1.503,03 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24.046 | 10,11 | 618 | 14,02 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21.838 | 542 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11.926 | 14,12 | 307 | 18,15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 201.946 | 1,98 | 5.193 | 5,61 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 19.456 | 58,71 | 500 | 64,47 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 109.641 | 15,53 | 2.819 | 19,65 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 36.890 | 7,53 | 949 | 11,40 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 15.943 | 67,77 | 410 | 74,04 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 135.337 | 5,70 | 3.480 | 9,44 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 15.218 | 82,19 | 391 | 88,89 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
