Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September, omfatter We Are One Seven, LLC, Merit Financial Group, LLC, Hengehold Capital Management Llc, Creative Planning, Centaurus Financial, Inc., Mma Asset Management Llc, PFS Partners, LLC, SJS Investment Consulting Inc., og Winnow Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8.377 | 343 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 54.620 | 5,05 | 2.233 | 11,82 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 205.041 | 0,10 | 8.384 | 6,56 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 5.085 | 208 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 179.868 | 6,09 | 7.355 | 12,95 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9.734 | 7,29 | 398 | 14,37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 49.467 | 0,15 | 2.023 | 6,59 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 1.677 | 1,21 | 69 | 7,94 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4.928 | 168,85 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 40.405 | 3,18 | 1.652 | 9,84 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 1.300 | 53 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 3.106 | 25,85 | 127 | 35,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 205 | 8 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 338.746 | 6,17 | 13.851 | 13,02 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 301 | 12 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.252.721 | 12,40 | 47.979 | 8,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 323.809 | 16,93 | 13.241 | 24,47 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13.301 | 544 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 12.527 | 1,20 | 512 | 8,94 | ||||
| 2025-08-08 | 13F | Creative Planning | 4.893 | 200 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 52.920 | 291,13 | 2.164 | 316,76 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12.458 | 509 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 240.622 | 0,77 | 9.839 | 7,28 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21.078 | 12,09 | 862 | 19,25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 162.016 | 2,88 | 6.625 | 9,52 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 500 | 20 | ||||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3.866 | 15,16 | 151 | 17,97 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.433.715 | 15,78 | 59 | 23,40 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4.459 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 31.677 | 1.295 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 329 | 13 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17.580 | 2,40 | 719 | 8,95 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30.844 | 189,15 | 1.261 | 208,31 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25.640 | 9,04 | 1.048 | 16,06 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11.479 | 9,54 | 469 | 16,67 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 40.539 | 3,86 | 1.658 | 10,54 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 86.635 | 73,57 | 3.543 | 84,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 122.394 | 190,57 | 5 | 400,00 |
