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 - February includono Noble Wealth Management PBC, Elmwood Wealth Management, Inc., We Are One Seven, LLC, Stuart Chaussee & Associates, Inc., Mma Asset Management Llc, Signal Advisors Wealth, LLC, Merit Financial Group, LLC, Clay Northam Wealth Management, LLC, Atlantic Union Bankshares Corp, DAVENPORT & Co LLC, Atlantic Private Wealth, LLC, IMG Wealth Management, Inc., Annis Gardner Whiting Capital Advisors, LLC, Evolution Wealth Management Inc., Family Legacy Financial Solutions, LLC, Tower Research Capital LLC (TRC), e Capital A 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Chris Bulman Inc | 73.300 | 0,89 | 2.786 | 7,07 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4.340 | 38,35 | 165 | 46,43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 54.956 | 2,70 | 2.089 | 8,98 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6.529 | 248 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.157.385 | 1,83 | 44 | 7,50 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 11.253 | 2,56 | 428 | 8,65 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.347.819 | 13,00 | 48.104 | 8,65 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.250 | 48 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.542.531 | 16,39 | 59 | 23,40 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 66.805 | 1,17 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 28.712 | 40,88 | 1.091 | 45,66 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 35.937 | 2,57 | 1.366 | 8,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 218.876 | 1,86 | 8.319 | 8,08 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 4.006 | 152 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 700 | 27 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 222.140 | 4,23 | 8.444 | 10,60 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8.736 | 12,74 | 332 | 19,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 7.141 | 271 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 26.640 | 23,11 | 1.013 | 30,58 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5.384 | 205 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 10 | |||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 176.465 | 13,06 | 6.707 | 19,98 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 87.762 | 1,43 | 3.336 | 7,62 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 176.060 | 7,10 | 6.692 | 13,65 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 325.964 | 11.676 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18.881 | 718 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.300 | 49 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 72.853 | 166,27 | 2.769 | 182,55 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8.097 | 12,77 | 308 | 19,46 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 53.235 | 42,16 | 2.023 | 50,86 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 252.398 | 0,81 | 9.594 | 6,98 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5.338 | 203 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32.871 | 5,24 | 1.250 | 11,81 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 144.089 | 63,94 | 5.477 | 73,95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 72.669 | 4,98 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6.958 | 264 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8.047 | 60,94 | 296 | 65,36 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 5.500 | 209 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10.842 | 25,46 | 412 | 33,33 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1.574 | 60 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 53.542 | 106,94 | 2.035 | 119,76 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 9.249 | 49,20 | 352 | 58,11 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 10.153 | 386 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 124.769 | 352,78 | 4.742 | 378,51 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1.621 | 62 | ||||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 86.670 | 24,96 | 3.294 | 32,61 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 9.106 | 29,51 | 346 | 42,56 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 18.910 | 719 | ||||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 11.365 | 432 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 34.531 | 0,54 | 1.313 | 6,67 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 158.530 | 26,12 | 6.026 | 33,83 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 26.327 | 943 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 162 | 6 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19.987 | 9,72 | 760 | 16,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 104.928 | 63,34 | 3.988 | 73,32 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 36.419 | 44,47 | 1.384 | 53,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4.272 | 2.427,81 | 162 | 2.600,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 512.215 | 3.816,62 | 19.469 | 4.060,04 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 12.513 | 1,07 | 476 | 7,22 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5.136 | 77,35 | 195 | 83,96 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 103.870 | 0,10 | 3.948 | 6,21 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 340.090 | 3,31 | 12.927 | 9,63 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1.994 | 0 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1.200 | 46 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8.261 | 314 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8.535 | 5,71 | 324 | 12,11 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 16.258 | 11,39 | 618 | 18,20 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 18.930 | 10,51 | 720 | 17,29 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 81.632 | 0,42 | 3.103 | 6,56 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 229.649 | 0,52 | 8.729 | 6,66 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.155.859 | 59,92 | 43.934 | 69,70 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4.056 | 1,25 | 154 | 7,69 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 345 | 13 | ||||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 124.345 | 203,28 | 4.726 | 221,93 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 30.835 | 64,46 | 1.172 | 74,66 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 24.483 | 12,33 | 931 | 19,23 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 25 | 1 |
