Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July, omfatter Straight Path Wealth Management, Capital Square, LLC, Merit Financial Group, LLC, Wisconsin Wealth Advisors, LLC, Dynamic Advisor Solutions LLC, Blue Sky Capital Consultants Group, Inc., We Are One Seven, LLC, PFS Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 219.020 | 5,35 | 9.604 | 14,95 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 101.245 | 8,17 | 4.440 | 18,03 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 769.430 | 10,98 | 34 | 22,22 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6.596 | 21,79 | 289 | 33,18 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 151.808 | 1,41 | 6.657 | 10,64 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 41.046 | 133,18 | 1.800 | 154,46 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 43.726 | 1.925 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14.452 | 1,98 | 634 | 11,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 255.366 | 4,46 | 11.198 | 13,98 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 49 | 2 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.197.757 | 12,94 | 47.970 | 8,34 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4.955 | 217 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 30.025 | 25,80 | 1.331 | 38,79 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 254.372 | 21,65 | 11 | 37,50 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 18.623 | 1,85 | 817 | 11,17 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 23.370 | 1.025 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 471.740 | 3,14 | 20.686 | 12,53 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 35.724 | 3,12 | 1.566 | 12,50 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10.115 | 444 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 60.395 | 3,58 | 2.648 | 13,02 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5.016 | 163,31 | 220 | 188,16 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 43.967 | 21,79 | 1.928 | 33,82 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 14.684 | 0,66 | 1 | -100,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5.417 | 238 | ||||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 18.597 | 0,11 | 815 | 9,25 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 602.915 | 4,79 | 26 | 13,04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 42.077 | 1,66 | 1.845 | 10,94 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 7.922 | 4,62 | 354 | 16,83 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 36.383 | 8,66 | 1.595 | 18,59 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 72.325 | 353,85 | 3.171 | 395,47 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 68.052 | 2.984 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6.321 | 277 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 153.164 | 1,33 | 6.716 | 10,57 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 150.908 | 0,95 | 6.617 | 10,14 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 481 | 222,82 | 21 | 320,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 30.322 | 1,14 | 1.330 | 10,38 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7.359 | 1,55 | 323 | 11,03 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15.022 | 659 | ||||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 12.013 | 10,53 | 527 | 20,64 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 31.396 | 44,35 | 1.377 | 57,44 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 45.949 | 12,42 | 2.015 | 22,66 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 98.760 | 26,82 | 4.204 | 34,32 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 11.341 | 497 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 53.978 | 89,49 | 2.367 | 106,82 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 56.552 | 12,29 | 2.480 | 22,48 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 191.025 | 8,61 | 8.376 | 18,51 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 46.444 | 19,73 | 2.037 | 30,60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 426.259 | 30,91 | 18.691 | 42,84 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 75.358 | 44,56 | 3.304 | 57,71 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 24.012 | 13,87 | 1.053 | 24,20 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 6.302 | 13,90 | 276 | 24,32 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 41.688 | 2,55 | 1.828 | 11,94 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 8.821 | 387 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 43.212 | 0,02 | 1.895 | 9,10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 602.335 | 329,41 | 26.491 | 369,93 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 11.390 | 46,87 | 499 | 60,45 | ||||
| 2025-08-07 | 13F | PFG Advisors | 23.041 | 140,61 | 1.010 | 163,02 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 21.439 | 940 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 112.424 | 46,05 | 4.930 | 58,74 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 31.606 | 3,92 | 1.386 | 13,34 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 41.256 | 82,14 | 1.809 | 98,79 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6.980 | 23,98 | 306 | 35,40 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 86.424 | 54,28 | 3.473 | 50,61 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 12.692 | 4,57 | 557 | 14,17 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 118.841 | 11,25 | 5.211 | 21,38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 183.319 | 123,75 | 8.039 | 144,17 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 152.072 | 2,47 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 197.255 | 2,63 | 9 | 14,29 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 171.897 | 98,90 | 7.538 | 117,02 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 350.501 | 0,12 | 15.369 | 9,23 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 29.218 | 111,72 | 1.281 | 131,23 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 42.315 | 14,27 | 1.856 | 24,66 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1.579 | 69 | ||||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 16.375 | 0,43 | 718 | 9,62 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 134.800 | 778,92 | 6.001 | 874,19 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 314.039 | 49,69 | 13.771 | 63,33 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 26.162 | 10,95 | 1.147 | 21,12 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 21.708 | 15,83 | 952 | 26,29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 590 | 26 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 44.210 | 102,99 | 1.939 | 121,49 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 4.757 | 209 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 14.878 | 24,91 | 652 | 36,40 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.370.809 | 16,33 | 60 | 27,66 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 93.444 | 0,05 | 4.098 | 9,17 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18.519 | 81,77 | 812 | 98,53 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12.210 | 535 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5.527 | 3,17 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 137.829 | 5,10 | 6.044 | 14,67 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 6.875 | 301 |
