Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January, omfatter Orion Portfolio Solutions, LLC, Sagespring Wealth Partners, Llc, Concurrent Investment Advisors, LLC, Lakeridge Wealth Management LLC, Maia Wealth LLC, XY Planning Network, Inc., Encompass More Asset Management, Keystone Wealth Services, LLC, Ameriflex Group, Inc., Guardian Wealth Advisors, Llc / Nc, og Aptus Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18.559 | 109,12 | 751 | 121,89 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 119.197 | 48,46 | 4.715 | 53,95 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 5.153 | 208 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 49.071 | 1,23 | 1.985 | 7,41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 139.903 | 38,05 | 5.659 | 46,42 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 529 | 21 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10.915 | 3,15 | 442 | 9,43 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 5.058 | 205 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2.475 | 147,50 | 96 | 152,63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.389 | 31,78 | 56 | 40,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 49.779 | 77,14 | 2.014 | 87,96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1.491.194 | 3,24 | 60.322 | 9,50 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 135.938 | 0,56 | 5.499 | 6,67 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16.896 | 644 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 858.281 | 0,66 | 34.719 | 6,74 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3.474 | 494,86 | 141 | 536,36 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 10.532 | 7,69 | 426 | 14,21 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 39.801 | 135,56 | 1.610 | 150,00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 21.235 | 3,41 | 859 | 9,71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 43.068 | 8,30 | 1.742 | 14,91 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 5.000 | 202 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.079 | 84 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1.801 | 130,90 | 73 | 148,28 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3.664 | 176,74 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 300 | 12 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 193.930 | 5,71 | 7.845 | 11,88 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 300 | 12 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 5.268 | 213 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4.054 | 69,48 | 164 | 75,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 73.612 | 183,52 | 2.978 | 200,71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 19.353 | 0,07 | 783 | 6,11 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 17.156 | 7,27 | 694 | 13,96 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 23.510 | 1,36 | 951 | 7,58 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 14.602 | 130,03 | 591 | 143,80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 226.879 | 0,87 | 9 | 12,50 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 6.912 | 280 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30.668 | 0,92 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 58.989 | 57,17 | 2.386 | 66,74 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5.900 | 239 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6.674 | 270 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6.280 | 254 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 5.052 | 204 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 103.220 | 27,16 | 4 | 33,33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23.951 | 2,10 | 969 | 8,28 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 12.593 | 518 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 19.948 | 22,95 | 1 | -100,00 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 5.526 | 224 |
