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 - March includono Talon Private Wealth, LLC, WealthPlan Investment Management, LLC, WealthPLAN Partners, LLC, Tableaux Llc, Gries Financial Llc, CRA Financial Services, LLC, Arkadios Wealth Advisors, Garden State Investment Advisory Services LLC, LaSalle St. Investment Advisors, LLC, e Farther Finance Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 63.970 | 2.406 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 18.521 | 1,91 | 697 | 7,74 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 54.703 | 8,61 | 2.057 | 14,92 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1.071 | 37,84 | 40 | 48,15 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10.279 | 387 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 38.473 | 8,75 | 1.447 | 15,04 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 68.910 | 2,74 | 2.592 | 8,68 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 908.363 | 34.164 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 353 | 0 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 30.475 | 8,84 | 1.146 | 15,18 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16.525 | 18,04 | 1 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1.554.378 | 6.228,13 | 58.460 | 6.596,45 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21.490 | 5,14 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Gries Financial Llc | 16.500 | 621 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16.629 | 112,02 | 625 | 124,82 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 23.823 | 2,29 | 896 | 8,22 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 149.328 | 14,10 | 5.616 | 20,72 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 195.982 | 2.497,16 | 7.371 | 2.650,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5.533 | 208 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 92.856 | 10,77 | 3 | 50,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14.209 | 3,78 | 534 | 9,88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15.519 | 48,89 | 584 | 57,57 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 23.403 | 0,65 | 1 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5.550 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 65.998 | 126,02 | 2.482 | 139,11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16.569 | 129,68 | 1 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 9.100 | 342 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 30.823 | 0,46 | 1.159 | 6,33 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 135.566 | 9,61 | 5.099 | 15,76 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.166 | 81 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 59.498 | 2.238 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 89.170 | 10,07 | 3.354 | 16,46 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 19.097 | 7,63 | 1 | -100,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 234.182 | 8.808 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 13.010 | 489 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 62.936 | 3.151 |
