Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Innovator ETFs Trust - Innovator Laddered Allocation Power Buffer ETF includono Beacon Financial Advisory LLC, Resources Investment Advisors, LLC., Concurrent Investment Advisors, LLC, Columbia Advisory Partners Llc, Caliber Wealth Management, LLC / KS, VestGen Advisors, LLC, Signal Advisors Wealth, LLC, BLVD Private Wealth, LLC, Maripau Wealth Management Llc, e Atticus Wealth Management, Llc .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 26.702 | 3.503,51 | 1 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19.208 | 2,92 | 903 | 9,73 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 5.616 | 264 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 40.409 | 94,77 | 1.899 | 107,77 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 422.151 | 3,76 | 19.841 | 10,61 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 16.718 | 9,94 | 786 | 17,16 | ||||
2025-07-14 | 13F | Buska Wealth Management, LLC | 231.838 | 114,03 | 10.896 | 128,19 | ||||
2025-07-21 | 13F | Andina Capital Management, LLC | 55.161 | 35,08 | 2.593 | 44,00 | ||||
2025-08-01 | 13F/A | GGM Financials LLC | 504.153 | 3,59 | 23.695 | 10,43 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 29.280 | 13,40 | 1.376 | 20,91 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 10.247 | 482 | ||||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 33.248 | 11,93 | 1.595 | 22,41 | ||||
2025-07-21 | 13F | Seros Financial, LLC | 74.894 | 1,36 | 3.520 | 8,07 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 71.361 | 12,70 | 3.354 | 20,14 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 13.392 | 0,01 | 629 | 6,61 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 24.618 | 222,61 | 1.157 | 238,30 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 164.210 | 1,07 | 7.718 | 7,73 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 59.156 | 100,22 | 2.780 | 113,52 | ||||
2025-08-12 | 13F | LPL Financial LLC | 2.790.469 | 224,86 | 131.152 | 246,30 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 10.330 | 24,91 | 486 | 33,24 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 29.819 | 0,23 | 1.401 | 6,86 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 28.927 | 8,65 | 1.360 | 15,86 | ||||
2025-08-12 | 13F | Change Path, LLC | 67.615 | 8,98 | 3.178 | 16,16 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 13.829 | 102,50 | 654 | 116,94 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11.994 | 7,39 | 564 | 14,43 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 10.115 | 5,57 | 475 | 12,56 | ||||
2025-08-11 | 13F | Capital Square, LLC | 8.768 | 13,96 | 413 | 21,83 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 59.285 | 0,73 | 2.786 | 7,40 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 22.396 | 1,32 | 1.053 | 8,01 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 132.342 | 5,98 | 6.220 | 12,99 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 161.890 | 9,50 | 7.609 | 16,72 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 42.895 | 0,01 | 2.016 | 6,61 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 93.213 | 104,22 | 4.381 | 117,74 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 520 | 24 | ||||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.025 | 48 | ||||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 142.715 | 46,16 | 6.708 | 55,80 | ||||
2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 6.853 | 26,98 | 322 | 33,06 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 308.564 | 5,78 | 14.765 | 14,81 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 13.832 | 650 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 400.966 | 4,81 | 18.845 | 11,72 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.005 | 47 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 10.228 | 6,66 | 481 | 13,74 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13.656 | 642 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 18.436 | 45,57 | 866 | 55,20 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 227.813 | 27,67 | 10.707 | 36,10 | ||||
2025-08-11 | 13F | Advisor Resource Council | 14.008 | 18,88 | 658 | 26,78 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 111.783 | 10,75 | 5.254 | 18,04 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 12.104 | 569 | ||||||
2025-08-01 | 13F | Gwn Securities Inc. | 107.795 | 11,21 | 5.066 | 18,56 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 43.430 | 8,36 | 2.068 | 17,03 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 33.868 | 197,19 | 1.592 | 216,93 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 199.053 | 2,25 | 9.499 | 11,60 | ||||
2025-08-25 | 13F | BLVD Private Wealth, LLC | 6.590 | 310 | ||||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 29.300 | 6,45 | 1.377 | 13,52 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 6.788 | 15,46 | 319 | 23,17 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 91.966 | 2,66 | 4 | 33,33 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12.599 | 592 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 18.126 | 16,86 | 852 | 24,60 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50.275 | 5,86 | 2.375 | 13,43 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 109.591 | 402,46 | 5.151 | 435,90 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 8.384 | 399 | ||||||
2025-08-04 | 13F | JDM Financial Group LLC | 40.843 | 0,30 | 1.920 | 6,91 | ||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 40.821 | 6,69 | 1.919 | 13,76 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 6.742 | 317 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 11.446 | 18,07 | 538 | 25,76 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 12.603 | 592 | ||||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 8.371 | 204,84 | 393 | 219,51 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.058 | 39,21 | 50 | 48,48 |