Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March, omfatter Talon Private Wealth, LLC, Optima Capital Llc, Merit Financial Group, LLC, Heritage Wealth Partners, LLC, We Are One Seven, LLC, FC Advisory LLC, Noble Wealth Management PBC, Phillips Financial Management, Llc, og Beacon Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.210.653 | 10,70 | 48.063 | 7,88 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16.062 | 7,78 | 678 | 13,95 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42.227 | 152,00 | 1.783 | 166,52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43.013 | 83,52 | 1.816 | 94,22 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.385.567 | 14,03 | 59 | 20,83 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 45.654 | 1.928 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 5.878 | 13,39 | 248 | 19,81 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 19.118 | 807 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 171.387 | 7,20 | 7.238 | 13,36 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 207.744 | 11,48 | 8.773 | 17,90 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 70.554 | 294,00 | 2.979 | 316,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 380.834 | 2,94 | 16 | 14,29 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 34.665 | 15,09 | 1.464 | 21,71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11.465 | 484 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 14.135 | 47,36 | 597 | 55,61 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 846.204 | 360,08 | 35.735 | 386,59 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 288.179 | 2,01 | 12.170 | 7,87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12.833 | 7,31 | 542 | 13,42 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 17.673 | 86,21 | 746 | 97,35 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12.732 | 3,67 | 1 | -100,00 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 63.632 | 13,31 | 2.687 | 19,85 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 272.471 | 10,53 | 11.506 | 16,88 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 60.018 | 1,52 | 3 | 0,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 12.928 | 12,65 | 524 | 13,45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 129.298 | 3,44 | 5.460 | 9,38 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6.424 | 271 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 500 | 21 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 78.662 | 169,19 | 3.322 | 184,82 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 35.971 | 10,40 | 1.520 | 16,76 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 12.896 | 1,89 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47.933 | 0,52 | 2.024 | 6,30 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22.975 | 152,03 | 970 | 166,48 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 300 | 12 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 110.148 | 2,26 | 4.652 | 8,14 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5.338 | 4,77 | 225 | 10,84 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 12.313 | 520 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 290 | 308,45 | 12 | 500,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 310.752 | 1,51 | 13.123 | 7,35 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 22.317 | 0,19 | 942 | 5,96 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55.393 | 0,22 | 2.339 | 5,98 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 28.048 | 7,14 | 1.184 | 13,30 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 2.000 | 80 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6.700 | 31,37 | 283 | 38,92 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 42.000 | 22,91 | 1.774 | 29,99 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.105 | 89 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.262 | 208,17 | 96 | 227,59 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 38.180 | 6,69 | 1.612 | 12,81 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 19.550 | 248,80 | 826 | 269,96 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 89.536 | 0,56 | 3.781 | 6,36 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1.825 | 77 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 33.301 | 7,07 | 1.406 | 13,20 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3.000 | 14,55 | 127 | 21,15 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 556 | 23 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 297.489 | 3,23 | 12.563 | 9,16 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1.329 | 210,51 | 56 | 229,41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 63.762 | 2.693 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 142.477 | 8,35 | 6.017 | 14,57 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6.208 | 1,64 | 262 | 7,82 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 15.881 | 68,20 | 671 | 77,72 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 7.055 | 282 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 38.432 | 648,87 | 1.684 | 725,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54.753 | 1,33 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 34.651 | 3,59 | 1.463 | 9,59 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 691.542 | 5,38 | 29.204 | 11,45 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 655 | 1.210,00 | 28 | 2.600,00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 313 | 13 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 17.720 | 4,27 | 748 | 10,32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 107.754 | 0,53 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 58.032 | 2,88 | 2.451 | 8,79 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 4.887 | 206 |
