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 - August includono Siligmueller & Norvid Wealth Advisors LLC, Dynamic Advisor Solutions LLC, Straight Path Wealth Management, Merit Financial Group, LLC, Evolution Wealth Management Inc., Waterloo Capital, L.P., Curio Wealth, Llc, e Winnow Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 5.000 | 202 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 319.897 | 11,02 | 12.943 | 18,90 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10.055 | 407 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.273.666 | 12,45 | 48.062 | 8,63 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4.839 | 2.943,40 | 0 | |||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 57.121 | 10,29 | 2.311 | 18,15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24.122 | 976 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6.329 | 256 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.208 | 49 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6.940 | 281 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 53.544 | 2.186 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 67.651 | 6,00 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 386.368 | 33,46 | 15.632 | 42,93 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 5.000 | 202 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 193.190 | 8,93 | 7.816 | 16,66 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7.246 | 29,21 | 293 | 38,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 48.644 | 439,29 | 1.968 | 478,82 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5.432 | 56,86 | 220 | 68,46 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 90.612 | 51,26 | 3.666 | 62,00 | ||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 740.922 | 29.978 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 5.173 | 209 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 812.460 | 0,17 | 32.872 | 7,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 90.411 | 2,24 | 3.731 | 11,71 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.859 | 15,39 | 75 | 25,00 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.457.662 | 15,83 | 59 | 23,40 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 5.231 | 212 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 8.075 | 18,32 | 327 | 26,85 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 19.109 | 773 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 342 | 14 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 5.158 | 209 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 143.249 | 0,48 | 5.796 | 7,61 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 71.147 | 0,83 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 10.078 | 408 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 130 | 5 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 82.877 | 0,03 | 3.353 | 7,12 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 8.261 | 5,26 | 334 | 12,84 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 5.167 | 209 |
