Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January, omfatter We Are One Seven, LLC, Buckingham Strategic Partners, Commons Capital, Llc, Vantage Point Financial LLC, Merit Financial Group, LLC, Drive Wealth Management, Llc, Collaborative Wealth Managment Inc., Atlantic Union Bankshares Corp, Chapman Financial Group, Llc, BlackRock, Inc., CIBC Private Wealth Group, LLC, og Skopos Labs, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Hartland & Co., LLC | 1.032 | 216,56 | 44 | 238,46 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.166.112 | 12,06 | 48.184 | 8,06 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.403.353 | 27,65 | 62 | 35,56 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 103.236 | 0,78 | 4.548 | 7,04 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 86.191 | 2,95 | 3.797 | 9,36 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 4.275 | 188 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 37.674 | 0,93 | 1.660 | 7,24 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 40.479 | 25,82 | 1.783 | 34,57 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 52.613 | 0,59 | 2.318 | 6,82 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6.832 | 301 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 354.921 | 10,41 | 15.634 | 17,28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 670.791 | 1,93 | 29.548 | 8,27 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6.819 | 22,86 | 300 | 30,43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 182.762 | 30,40 | 8.051 | 38,51 | ||||
| 2025-08-14 | 13F | UBS Group AG | 10.463 | 76,38 | 461 | 86,99 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 6.934 | 14,03 | 305 | 21,03 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 49.122 | 5,71 | 2.164 | 12,25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 246.556 | 23,61 | 11 | 25,00 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 28.387 | 10,47 | 1.250 | 17,37 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 36.786 | 4,07 | 1.620 | 10,58 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12.931 | 570 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 30.396 | 11,60 | 1.339 | 18,51 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 11.972 | 304,19 | 1 | -100,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 54.678 | 1,14 | 2.409 | 7,45 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 257.903 | 3,60 | 11.361 | 10,05 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6.605 | 291 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4.730 | 208 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 43.978 | 0,57 | 1.937 | 6,84 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 126.543 | 1.096,96 | 5.574 | 1.172,60 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4.756 | 210 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 5.772 | 254 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 103.065 | 0,97 | 4.540 | 7,25 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 223.936 | 7,63 | 10 | 12,50 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 17.845 | 266,43 | 754 | 274,63 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 21.486 | 0,40 | 946 | 6,65 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 134.446 | 1,64 | 5.922 | 7,97 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 100.557 | 63,96 | 4.430 | 74,16 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 122.013 | 0,75 | 5.375 | 7,01 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 52.823 | 91,32 | 2.327 | 103,32 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 7.582 | 334 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 445 | 595,31 | 20 | 850,00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 122.471 | 1,11 | 5.395 | 7,41 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 5.973 | 263 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 40.361 | 82,54 | 1.778 | 94,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22.955 | 12,32 | 1.011 | 19,36 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 45.255 | 19,75 | 1.993 | 27,19 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 33.745 | 64,15 | 1.486 | 74,41 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3.033 | 261,50 | 134 | 291,18 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 75.735 | 155,93 | 3.336 | 171,44 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4.611 | 203 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 103.394 | 243,15 | 4.288 | 236,76 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11.210 | 13,28 | 494 | 20,24 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 62.955 | 1,37 | 2.773 | 5,72 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 319 | 14 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 114 | 5 | ||||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 72.939 | 11,32 | 3.213 | 18,22 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7.585 | 334 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5.326 | 2,92 | 235 | 9,35 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 19.113 | 842 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 11.095 | 81,47 | 489 | 92,89 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 197.732 | 91,24 | 8.710 | 103,17 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18.932 | 834 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 243.042 | 21,86 | 10.706 | 29,46 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2.639 | 116 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 40.576 | 1,69 | 1.787 | 8,04 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9.152 | 17,88 | 403 | 25,55 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 401.391 | 286,10 | 17.681 | 310,14 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 9.530 | 76,94 | 395 | 74,01 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12.746 | 561 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 7.407 | 5,48 | 326 | 12,03 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 12.533 | 0,76 | 552 | 7,18 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.334.566 | 15,42 | 59 | 23,40 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 7.332 | 323 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 351.885 | 0,23 | 15.501 | 6,46 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 59.993 | 5,42 | 2.643 | 12,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 102.529 | 1,77 | 4.516 | 8,12 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 26.143 | 20,00 | 1.152 | 27,46 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 176.457 | 4,04 | 7.773 | 10,51 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 304 | 13 |
