Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator Power Buffer Step-Up Strategy ETF, omfatter Evolution Wealth Management Inc., AE Wealth Management LLC, og Capital Investment Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 30.823 | 1,55 | 1.029 | 7,87 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 6.154 | 205 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 36.251 | 18,32 | 1.225 | 27,34 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 8.875 | 15,39 | 301 | 24,38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 214.735 | 5,18 | 7.166 | 11,78 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 138.506 | 11,85 | 5 | 33,33 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 225.910 | 24,10 | 7.539 | 31,87 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 599.871 | 3,70 | 20.020 | 10,20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 117.029 | 10,71 | 3.906 | 17,66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 36.662 | 1.224 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 211.093 | 0,28 | 7.045 | 6,57 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 366.346 | 35,30 | 12 | 50,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 32.340 | 5,01 | 1.079 | 11,58 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1.839 | 61 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 39.737 | 4,39 | 1.326 | 10,96 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7.897 | 264 |
