Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF includono Columbia Advisory Partners Llc, Caliber Wealth Management, LLC / KS, VestGen Advisors, LLC, Foronjy Financial Llc, BLVD Private Wealth, LLC, SRS Capital Advisors, Inc., Trail Ridge Investment Advisors, LLC, Ibex Wealth Advisors, e Assetmark, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Assetmark, Inc | 46 | 2 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 239.204 | 20,94 | 8.104 | 30,42 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26.702 | 32,88 | 905 | 43,26 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 32.362 | 1,25 | 1.096 | 9,16 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 17.055 | 22,66 | 578 | 32,34 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 34.176 | 1.158 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 154.233 | 2,07 | 5.225 | 10,07 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 37.700 | 20,46 | 1.277 | 29,91 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13.287 | 450 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17.093 | 12,27 | 579 | 21,13 | ||||
| 2025-08-14 | 13F | Acas, Llc | 22.128 | 1,37 | 771 | 12,57 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 207.593 | 2,46 | 7.033 | 10,49 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 145.732 | 0,35 | 5.069 | 11,60 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22.642 | 25,88 | 767 | 35,75 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 115.665 | 1,22 | 3.919 | 9,14 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8.114 | 275 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7.337 | 11,18 | 249 | 19,81 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 63.731 | 1,49 | 2.159 | 9,43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 134.762 | 3,22 | 4.566 | 11,31 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1.635 | 170,25 | 55 | 189,47 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 149.668 | 16,55 | 5.073 | 25,76 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 71.542 | 4,03 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 57.360 | 33,29 | 1.943 | 39,78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4.100 | 20,59 | 139 | 30,19 | ||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 6.068 | 209 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 169.996 | 1,51 | 5.759 | 9,47 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 9.859 | 334 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 10.522 | 362 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 26.600 | 155,50 | 901 | 175,54 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9.308 | 315 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 230 | 8 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 6.057 | 205 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 8.236 | 279 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 189.383 | 11,73 | 6.416 | 20,49 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 7.755 | 17,86 | 263 | 23,58 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 170.172 | 9,41 | 5.765 | 17,99 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 22.748 | 86,23 | 771 | 101,04 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15.823 | 22,37 | 1 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.388 | 1.495,40 | 47 | 2.250,00 |
