Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - February, omfatter Pensionmark Financial Group, Llc, Evolution Wealth Management Inc., Beacon Financial Advisory LLC, Garden State Investment Advisory Services LLC, Garrett Investment Advisors LLC, Ameritas Advisory Services, LLC, og Principal Securities, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | IFP Advisors, Inc | 98.680 | 3.386 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 71.889 | 115,32 | 2.467 | 128,12 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 5.575 | 237,88 | 191 | 260,38 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.474 | 51 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1.732.839 | 2,77 | 59.455 | 8,87 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 57.159 | 23,12 | 1.961 | 30,47 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 6.168 | 212 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 434.957 | 40,88 | 14.924 | 49,23 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 33.625 | 4,75 | 1.154 | 11,40 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 18.102 | 621 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 7.850 | 269 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 86.503 | 1,92 | 2.968 | 7,93 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 59 | 0 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 86.816 | 302,52 | 2.979 | 326,65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 13.564 | 30,12 | 465 | 37,98 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1.012.788 | 0,63 | 34.749 | 6,58 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 109.450 | 3.755 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 141.524 | 1,58 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 110.071 | 21,64 | 3.777 | 28,83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21.640 | 110,85 | 742 | 123,49 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 110.097 | 4,47 | 3.778 | 10,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 85.104 | 275,39 | 2.920 | 297,68 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 6.279 | 215 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 14.410 | 11,13 | 494 | 17,62 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 24.489 | 17,67 | 840 | 24,63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 39.070 | 94,20 | 1.341 | 105,84 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 250 | 9 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 75.896 | 188,60 | 2.604 | 205,99 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 26.495 | 18,97 | 909 | 26,07 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 20.172 | 692 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 11.922 | 4,18 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 26.025 | 1,29 | 892 | 9,73 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 968.724 | 316,22 | 33.238 | 340,93 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 148.837 | 9,87 | 5.107 | 16,10 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 800 | 27 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 98.496 | 72,73 | 3 | 200,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 96.540 | 169,37 | 3 | 200,00 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 8.957 | 307 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 161.082 | 14,08 | 5.527 | 20,84 |
