Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April includono Heritage Wealth Partners, LLC, Talon Private Wealth, LLC, Phoenix Holdings Ltd., Seacrest Wealth Management, Llc, Annis Gardner Whiting Capital Advisors, LLC, We Are One Seven, LLC, Snowden Capital Advisors LLC, Merit Financial Group, LLC, Ambassador Advisors, LLC, Cypress Wealth Services, LLC, Websterrogers Financial Advisors, Llc, Concurrent Investment Advisors, LLC, McAdam, LLC, JDM Financial Group LLC, Evolution Wealth Management Inc., Skopos Labs, Inc., e Rothschild Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | McAdam, LLC | 5.461 | 204 | ||||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 126.032 | 29,22 | 4.700 | 35,15 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 91.071 | 22,61 | 3.396 | 28,25 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 38.015 | 0,32 | 1.418 | 4,89 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 23.823 | 23,38 | 888 | 29,07 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 14.833 | 553 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10.574 | 8,64 | 394 | 13,54 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 25.568 | 5,86 | 953 | 10,69 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 38.127 | 5,36 | 1.422 | 10,16 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 79.289 | 14,70 | 2.957 | 19,92 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13.892 | 7,66 | 524 | 14,95 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 111.337 | 6,00 | 4.152 | 10,84 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 196.814 | 4,79 | 7.339 | 9,59 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 38.420 | 7,05 | 1.433 | 11,96 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 11.123 | 415 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 49.105 | 4,13 | 1.831 | 8,92 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 97.452 | 2,43 | 3.634 | 7,10 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 17.261 | 644 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 27.267 | 9,55 | 1.017 | 4,74 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 21.184 | 43,82 | 790 | 50,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 248.274 | 7,08 | 9.258 | 11,99 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 32.696 | 102,90 | 1.219 | 112,37 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 36.619 | 9,34 | 1.366 | 14,32 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 6.211 | 232 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 34.535 | 2,76 | 1.288 | 7,43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 352.119 | 42,48 | 13.131 | 49,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 220.256 | 32,44 | 8 | 60,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 887.824 | 814,00 | 33.107 | 855,99 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 66.834 | 17,35 | 2.492 | 22,70 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 27.789 | 8,36 | 1.036 | 13,35 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 36.889 | 26,68 | 1.376 | 32,47 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 47.913 | 55,26 | 1.787 | 62,36 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13.636 | 43,52 | 508 | 51,19 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 18.750 | 699 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 15.004 | 1,90 | 559 | 6,48 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 184.668 | 783,20 | 6.886 | 824,30 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 132 | 5 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 275.595 | 18,46 | 10.277 | 23,87 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 283 | 11 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 162.402 | 1.817,15 | 6.056 | 1.904,97 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14.627 | 13,15 | 545 | 18,48 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 16.120 | 21,57 | 601 | 27,33 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 15.324 | 11,59 | 571 | 16,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 173.077 | 30,68 | 6 | 50,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 187.821 | 1,78 | 6.698 | -1,12 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 27.148 | 23,23 | 1.012 | 28,92 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9.200 | 343 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 16.548 | 60,21 | 618 | 73,80 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 7.112 | 265 | ||||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 37.261 | 62,19 | 1.389 | 69,60 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14.866 | 554 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 17.237 | 2,07 | 643 | 6,64 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5.988 | 223 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 194.258 | 0,92 | 7.244 | 5,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 75.124 | 18,30 | 2.801 | 23,72 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5.838 | 185,76 | 218 | 201,39 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 46.877 | 30,93 | 1.748 | 38,07 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 16.303 | 6,84 | 608 | 11,58 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 69.571 | 1,25 | 2.594 | 5,88 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 12.628 | 36,84 | 471 | 42,86 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25.208 | 17,18 | 940 | 22,56 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.551.834 | 17,13 | 58 | 21,28 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 14.133 | 527 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 20.097 | 24,27 | 749 | 30,03 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 65.124 | 6,58 | 2.428 | 11,48 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.355.944 | 13,71 | 48.068 | 8,13 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 7.480 | 52,25 | 279 | 58,86 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 5.785 | 216 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2.235 | 83 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 175.392 | 14,59 | 6.540 | 19,82 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 92 | 3 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 20.186 | 753 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 2.319.292 | 0,62 | 86.486 | 5,22 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 35.728 | 1,32 | 1.332 | 5,97 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 59.733 | 305,71 | 2.227 | 324,19 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 51.635 | 1.925 | ||||||
| 2025-07-14 | 13F | Chris Bulman Inc | 44.472 | 242,09 | 1.658 | 258,10 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 19.968 | 745 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12.047 | 4,42 | 449 | 9,25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 33.512 | 55,21 | 1.250 | 62,42 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 32.307 | 1,13 | 1.205 | 5,71 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 19.032 | 108,02 | 710 | 117,48 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 14.745 | 2,08 | 550 | 6,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14.070 | 525 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 41.688 | 6,20 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 724.892 | 10,17 | 27 | 17,39 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 285.379 | 9,72 | 11 | 11,11 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7.541 | 4,14 | 281 | 8,91 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6.890 | 16,98 | 257 | 21,90 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 145.259 | 7,67 | 5.417 | 12,60 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 109.674 | 0,11 | 4.090 | 4,69 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 213.823 | 0,29 | 7.973 | 4,87 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 58.560 | 32,89 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 53.297 | 19,74 | 1.987 | 25,20 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 6.074 | 397,87 | 226 | 425,58 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 3.808 | 142 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 65.731 | 137,54 | 2.451 | 148,58 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 38.630 | 6,31 | 1.441 | 11,20 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 28.980 | 12,89 | 1.081 | 18,03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 15.356 | 10,07 | 573 | 15,09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 263.404 | 8,56 | 9.822 | 13,52 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12.029 | 4,97 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 33.715 | 1.257 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 63.235 | 1,86 | 2.358 | 3,51 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 52.025 | 19,75 | 1.940 | 25,24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 75.722 | 15,89 | 2.832 | 21,60 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 30.208 | 1.126 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 68.710 | 0,63 | 2.562 | 5,09 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 65.710 | 132,70 | 2.450 | 143,54 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 9.824 | 239,11 | 366 | 255,34 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 159.273 | 1,90 | 5.939 | 6,57 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 171.284 | 7,38 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 48.157 | 5,19 | 1.796 | 9,99 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 23.574 | 2,90 | 879 | 7,72 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1.396 | 0 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 27.765 | 1.031 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 829.207 | 51,54 | 30.921 | 58,47 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12.438 | 6,23 | 464 | 11,03 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 264.240 | 151,23 | 9.854 | 162,75 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 31.484 | 96,55 | 1.185 | 107,36 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 28.954 | 22,51 | 1.080 | 28,15 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 340 | 13 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 40.038 | 444,36 | 1.493 | 469,85 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 74.111 | 2.643 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 156.512 | 8,02 | 5.836 | 12,97 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 403.459 | 20,20 | 15.045 | 25,69 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 23.920 | 0,00 | 892 | 4,58 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 11.300 | 1,80 | 421 | 6,58 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 176.841 | 13,83 | 6.594 | 19,05 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42.054 | 12,69 | 1.568 | 17,89 |
