Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr February includono HBW Advisory Services LLC, Old Mission Capital Llc, Susquehanna International Group, Llp, Reliant Wealth Planning, LPL Financial LLC, Central Valley Advisors, Llc, Clear Creek Financial Management, LLC, Alpine Bank Wealth Management, DAVENPORT & Co LLC, Sagespring Wealth Partners, Llc, Evolution Wealth Management Inc., Citadel Advisors Llc, Summit Wealth Group Llc / Co, Cypress Wealth Services, LLC, AssuredPartners Investment Advisors, LLC, Hrt Financial Lp, Tradition Wealth Management, LLC, FSA Advisors, Inc., Stratos Wealth Advisors, LLC, e Wedbush Securities 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Apriem Advisors | 9.500 | 11,76 | 232 | 14,93 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 18.750 | 457 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 58.571 | 18,67 | 1.428 | 22,37 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 18.698 | 144,80 | 456 | 152,78 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 11.168 | 0 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 17.734 | 432 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 21.424 | 25,37 | 522 | 29,21 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 18.837 | 6,11 | 459 | 9,29 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 11.819 | 288 | ||||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 19.401 | 473 | ||||||
2025-08-14 | 13F/A | Barclays Plc | 8.212 | 0 | ||||||
2025-07-14 | 13F | Chris Bulman Inc | 35.043 | 53,88 | 854 | 58,74 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 13.574 | 331 | ||||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 29.899 | 8,06 | 729 | 11,31 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 70.902 | 1.729 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 6.087 | 148 | ||||||
2025-07-30 | 13F | Brookstone Capital Management | 42.574 | 39,01 | 1.038 | 43,37 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 24.260 | 2,81 | 591 | 5,91 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.088 | 51 | ||||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 14.336 | 32,30 | 350 | 36,33 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 141.881 | 37,49 | 3.459 | 41,70 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 138.582 | 27,47 | 3.379 | 31,34 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 106.258 | 871,99 | 2.591 | 903,88 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.045 | 25 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 73.323 | 52,48 | 2 | 0,00 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 19.382 | 60,25 | 473 | 65,03 | ||||
2025-08-12 | 13F | LPL Financial LLC | 24.324 | 593 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 14.152 | 345 | ||||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 13.220 | 322 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 64.929 | 1.583 | ||||||
2025-08-14 | 13F | UBS Group AG | 2.994 | 73 | ||||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 14.123 | 344 | ||||||
2025-07-16 | 13F | NovaPoint Capital, LLC | 184.796 | 0,45 | 4.506 | 3,52 | ||||
2025-08-12 | 13F | Reliant Wealth Planning | 39.381 | 960 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 12.889 | 0 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 68.268 | 73,38 | 2 | |||||
2025-07-09 | 13F | Central Valley Advisors, Llc | 19.892 | 485 | ||||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 11.396 | 278 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14.924 | 364 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 39.863 | 45,28 | 972 | 49,61 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 41.543 | 33,86 | 1.013 | 37,87 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4.671 | 1.020,14 | 114 | 1.155,56 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 12.604 | 307 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 94.594 | 4,32 | 2.306 | 7,51 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 9.744 | 239 | ||||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 4.190 | 102 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 14.519 | 354 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 58.765 | 1.433 |