Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - May, omfatter WPWealth LLP, Weaver Consulting Group, Buckingham Strategic Partners, Phillips Financial Management, Llc, Foundations Investment Advisors, LLC, Annis Gardner Whiting Capital Advisors, LLC, og Creative Financial Designs Inc /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Fragasso Group Inc. | 23.295 | 35,09 | 983 | 43,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 182.540 | 6,47 | 7.703 | 13,26 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 26.185 | 86,52 | 1.105 | 98,74 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 20.991 | 9,39 | 886 | 16,29 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 4.950 | 209 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 127.532 | 53,33 | 5.382 | 63,11 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 14.310 | 604 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 700 | 30 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.015 | 83,68 | 85 | 97,67 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 5.470 | 231 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 16.693 | 106,16 | 704 | 119,31 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 19.081 | 75,15 | 805 | 86,34 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14.407 | 62,31 | 608 | 72,44 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36.996 | 3,05 | 1.561 | 9,62 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10.524 | 55,68 | 444 | 65,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4.994 | 211 | ||||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 13.550 | 572 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 13.114 | 553 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 158.963 | 41,00 | 7 | 50,00 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 26.847 | 1.133 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 21.428 | 14,52 | 904 | 21,83 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 32.498 | 114,51 | 1.371 | 128,50 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 102.331 | 40,51 | 4.318 | 49,46 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 97.971 | 87,30 | 4.134 | 99,23 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 15.830 | 15,17 | 668 | 22,57 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 44.433 | 9,77 | 1.875 | 16,82 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 6.123 | 258 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8.641 | 36,19 | 365 | 45,02 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 122 | 43,53 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5.601 | 236 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 71.191 | 193,34 | 3 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2.265 | 96 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 71.435 | 12,63 | 3.015 | 19,79 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 7.833 | 330 | ||||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 13.648 | 576 | ||||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 49.253 | 99,58 | 2.078 | 112,47 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 435.671 | 1,98 | 17.183 | -1,80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 38.161 | 13,17 | 1.610 | 20,42 |
