Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April includono Berkshire Money Management, Inc., Onyx Bridge Wealth Group LLC, Ambassador Advisors, LLC, Merit Financial Group, LLC, Helium Advisors LLC, Collaborative Wealth Managment Inc., WorthPointe, LLC, Phoenix Holdings Ltd., e Blue Bell Private 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 51.146 | 28,91 | 1.656 | 35,29 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 11.222 | 363 | ||||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 15.459 | 5,51 | 501 | 4,38 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 29.566 | 18,35 | 958 | 24,29 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9.452 | 306 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16.829 | 545 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 27.843 | 912 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6.123 | 40,89 | 198 | 47,76 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 16.500 | 0,65 | 534 | 5,74 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 43.552 | 26,07 | 1 | -99,91 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29.093 | 0,87 | 1 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 27.934 | 174,05 | 905 | 187,90 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4.221 | 25,96 | 137 | 32,04 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6.456 | 209 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 23.363 | 4,76 | 757 | 10,04 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 92.851 | 3.007 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 513.384 | 222,77 | 16.626 | 238,89 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 103.688 | 360,45 | 3.358 | 383,72 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 98.604 | 55,48 | 3.193 | 63,24 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1.124 | 36 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 25.704 | 14,40 | 832 | 20,06 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 25.905 | 839 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 23.639 | 5,78 | 766 | 11,03 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 53.652 | 14,86 | 1.738 | 20,54 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 15.184 | 1,57 | 492 | 6,51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9.457 | 12,24 | 310 | 19,69 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 69.797 | 57,51 | 2.260 | 65,33 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 9.504 | 308 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 62.729 | 2.032 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 9.178 | 297 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 36.835 | 10,29 | 1.193 | 15,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 43.749 | 2,75 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 130.446 | 34,62 | 4.225 | 41,32 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 14.231 | 20,41 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6.593 | 0,78 | 214 | 5,97 | ||||
| 2025-08-14 | 13F | Acas, Llc | 18.039 | 7,06 | 604 | 17,09 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 101.740 | 3.295 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 23.962 | 2,38 | 776 | 7,48 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5.065 | 13,85 | 164 | 19,71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 22.806 | 0,82 | 746 | 6,89 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 17.745 | 6,65 | 575 | 11,89 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 23.782 | 1,49 | 770 | 6,65 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 19.480 | 631 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18.233 | 31,99 | 590 | 39,81 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 6.750 | 218 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9.027 | 0,85 | 292 | 5,80 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 454.632 | 14.724 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8.913 | 10,04 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1.657 | 54 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 186.856 | 82,45 | 6.051 | 91,52 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 81.890 | 0,27 | 2.652 | 5,28 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 65.499 | 40,46 | 2.162 | 50,35 |
