Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF includono Balance Wealth, LLC, Atria Investments Llc, Morgan Stanley, Mml Investors Services, Llc, Pensionmark Financial Group, Llc, Wealth Enhancement Advisory Services, Llc, Financial Solutions Advisory Group, Inc., Merit Financial Group, LLC, Range Financial Group LLC, Journey Retirement Planning & Investment Management Llc, Ausdal Financial Partners, Inc., Advyzon Investment Management, LLC, Inspire Advisors, LLC, NewCorp Financial Services, Inc., Vantage Point Financial LLC, AE Wealth Management LLC, Legacy Wealth Managment, LLC/ID, Sound Income Strategies, LLC, Red Reef Advisors Llc, e UBS Group AG .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 22.315 | 589 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15.732 | 16,65 | 415 | 14,68 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 173.818 | 2,98 | 4.582 | 1,15 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 70.318 | 2.839,72 | 1.854 | 2.796,88 | ||||
| 2026-04-23 | 13F | NewCorp Financial Services, Inc. | 11.263 | 297 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1.389 | 37 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 37.451 | 1,40 | 990 | -0,90 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 18.299 | 482 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 47.853 | 1,93 | 1.261 | 0,16 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 20.565 | 88,26 | 542 | 84,35 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 24.525 | 646 | ||||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 14.169 | 373 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 446.576 | 316,32 | 11.772 | 588.450,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6.704 | 177 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 280.589 | 103,46 | 7.396 | 99,89 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 37.390 | 17,53 | 986 | 15,47 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 192.402 | 8,84 | 5.072 | 6,92 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 12.223 | 322 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 194.160 | 640,08 | 5.118 | 626,99 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 35.423 | 40,09 | 934 | 37,61 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 18.936 | 499 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 192.340 | 306,88 | 5.070 | 299,84 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 6.601 | 174 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 12.857 | 25,10 | 339 | 22,02 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 35.544 | 937 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 607 | 16 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 13.148 | 347 | ||||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 4.140 | 109 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4.353 | 115 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 34.309 | 904 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 10.544 | 36,65 | 278 | 33,82 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 273.585 | 73,46 | 7.212 | 70,39 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 95.511 | 8,35 | 2.518 | 6,43 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 135.875 | 4,15 | 3.582 | 2,31 | ||||
| 2026-04-30 | 13F | Range Financial Group LLC | 16.222 | 428 | ||||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 150.758 | 3.974 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 17.541 | 462 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 65.607 | 195,30 | 1.729 | 190,10 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 50.268 | 47,33 | 1.325 | 44,97 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 110.968 | 311,94 | 3 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 29.402 | 237,37 | 775 | 232,62 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 12.930 | 341 | ||||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 9.741 | 257 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 26.355 | 695 |
