Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - July, omfatter Merit Financial Group, LLC, Cerity Partners LLC, Orion Portfolio Solutions, LLC, Buckingham Strategic Partners, Concurrent Investment Advisors, LLC, Encompass More Asset Management, og Evolution Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2.840 | 55,28 | 104 | 70,49 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.324 | 49 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4.365 | 78,45 | 161 | 90,48 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 20.678 | 0,02 | 763 | 9,96 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 12.172 | 38,11 | 450 | 56,45 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 137.654 | 3,54 | 5.078 | 13,93 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 274.022 | 3,41 | 10.081 | 13,46 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 14.168 | 521 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 5.718 | 210 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1.274 | 1.213,40 | 47 | 1.433,33 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 64.878 | 10,96 | 2.387 | 21,73 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5.778 | 8,85 | 213 | 19,77 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 12.075 | 444 | ||||||
| 2025-07-21 | 13F | Seros Financial, LLC | 245.628 | 19,49 | 9.037 | 34,12 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 31.696 | 35,42 | 1.166 | 48,72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27.346 | 6,26 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12.155 | 451 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 14.599 | 22,44 | 537 | 34,59 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 17.955 | 602 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 113.047 | 28,33 | 4 | 100,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 54.273 | 1.997 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 27.761 | 16,83 | 1.021 | 28,27 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3.582 | 43,34 | 132 | 57,83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 43.980 | 144,95 | 1.618 | 168,77 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 316.219 | 1,69 | 11.634 | 11,57 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6.319 | 232 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 31.600 | 3,27 | 1.163 | 13,26 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7.213 | 265 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31.294 | 18,45 | 1.151 | 30,06 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 75.374 | 2.773 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 258.419 | 5,98 | 9.507 | 16,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 260.801 | 4,95 | 9.595 | 15,15 |
