Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December includono Richard P Slaughter Associates Inc, Family Legacy Financial Solutions, LLC, Sigma Planning Corp, Kestra Private Wealth Services, Llc, Founders Financial Securities Llc, Nations Financial Group Inc, /ia/ /adv, Centaurus Financial, Inc., Old Port Advisors, Wedbush Securities Inc, Buckingham Strategic Partners, Advance Capital Management, Inc., Catalina Capital Group, LLC, WPWealth LLP, Great Valley Advisor Group, Inc., Hrt Financial Lp, Evolution Wealth Management Inc., Tableaux Llc, e Assetmark, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Brookstone Capital Management | 2.401.201 | 1,43 | 87.500 | 7,76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 131.319 | 2,52 | 4.785 | 8,92 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 48.422 | 30,93 | 1.764 | 39,12 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16.027 | 1 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 376.720 | 13.728 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5.293 | 193 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 181.756 | 6.623 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 409.766 | 8,85 | 15 | 16,67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 48.948 | 92,75 | 1.784 | 104,71 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 7.028 | 17,39 | 256 | 24,88 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 35.819 | 1.305 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9.620 | 351 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 460.973 | 19,72 | 16.798 | 27,19 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1.936 | 0 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 168.747 | 26,00 | 6.149 | 33,88 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 135.656 | 17,96 | 4.943 | 25,33 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 16.875 | 615 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 958.228 | 0,73 | 34.918 | 7,00 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 78.327 | 74,57 | 2.854 | 85,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 156.146 | 128,86 | 5.690 | 143,12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24.049 | 876 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30.600 | 1.115 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 7.031 | 16,10 | 256 | 25,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4.886 | 178 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 25.577 | 932 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 13.413 | 10,21 | 487 | 16,83 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 50.158 | 12,95 | 1.828 | 19,96 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10.950 | 87,28 | 399 | 99,50 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9.674 | 33,73 | 353 | 41,94 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 7.532 | 274 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 293.421 | 556,44 | 10.692 | 597,46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9.292 | 4,66 | 339 | 11,18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 18.405 | 1 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 673 | 327 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 305.957 | 22,98 | 11.149 | 30,66 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34.691 | 136,86 | 1.264 | 151,79 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 56.917 | 6,16 | 1.889 | -1,15 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4.550 | 1,11 | 166 | 7,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 380 | 14 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 18.780 | 684 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 12.413 | 215,53 | 452 | 237,31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 153.632 | 862,91 | 5.598 | 923,40 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3.200 | 48,84 | 117 | 58,90 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 25.311 | 29,45 | 922 | 37,61 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15.298 | 557 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 7.533 | 10,55 | 275 | 17,60 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 51.484 | 0,71 | 1.876 | 7,02 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6.234 | 0 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3.200 | 48,84 | 117 | 58,90 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35.080 | 13,71 | 1.278 | 20,79 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7.320 | 267 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8.316 | 303 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 51.665 | 1.883 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 49.699 | 0,26 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 139.109 | 10,08 | 5.069 | 16,93 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7.613 | 13,88 | 277 | 20,96 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21.311 | 777 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 7.520 | 274 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 119.278 | 13,67 | 4.346 | 20,76 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209.424 | 60,81 | 7.631 | 70,87 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 18.394 | 38,95 | 683 | 50,22 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 66.583 | 258,15 | 2 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 44.082 | 1.606 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12.900 | 470 |
