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 - September includono We Are One Seven, LLC, Merit Financial Group, LLC, Hengehold Capital Management Llc, Creative Planning, Centaurus Financial, Inc., Mma Asset Management Llc, PFS Partners, LLC, SJS Investment Consulting Inc., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8.377 | 343 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 54.620 | 5,05 | 2.233 | 11,82 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 205.041 | 0,10 | 8.384 | 6,56 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 5.085 | 208 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 179.868 | 6,09 | 7.355 | 12,95 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9.734 | 7,29 | 398 | 14,37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 49.467 | 0,15 | 2.023 | 6,59 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 1.677 | 1,21 | 69 | 7,94 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4.928 | 168,85 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 40.405 | 3,18 | 1.652 | 9,84 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 1.300 | 53 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 3.106 | 25,85 | 127 | 35,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 205 | 8 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 338.746 | 6,17 | 13.851 | 13,02 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 301 | 12 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.252.721 | 12,40 | 47.979 | 8,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 323.809 | 16,93 | 13.241 | 24,47 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13.301 | 544 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 12.527 | 1,20 | 512 | 8,94 | ||||
| 2025-08-08 | 13F | Creative Planning | 4.893 | 200 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 52.920 | 291,13 | 2.164 | 316,76 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12.458 | 509 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 240.622 | 0,77 | 9.839 | 7,28 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21.078 | 12,09 | 862 | 19,25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 162.016 | 2,88 | 6.625 | 9,52 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 500 | 20 | ||||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3.866 | 15,16 | 151 | 17,97 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.433.715 | 15,78 | 59 | 23,40 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4.459 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 31.677 | 1.295 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 329 | 13 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17.580 | 2,40 | 719 | 8,95 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30.844 | 189,15 | 1.261 | 208,31 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25.640 | 9,04 | 1.048 | 16,06 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11.479 | 9,54 | 469 | 16,67 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 40.539 | 3,86 | 1.658 | 10,54 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 86.635 | 73,57 | 3.543 | 84,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 122.394 | 190,57 | 5 | 400,00 |
