PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December - Proprietà istituzionale - Venditori

Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
US ˙ BATS ˙ US45782C5408

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona 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
(%)
2026-05-06 13F Quest 10 Wealth Builders, Inc. 15.174 -10,90 645 -12,74
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2026-04-28 13F Goldstein Advisors, LLC 0 -100,00 0
2026-04-28 13F Atticus Wealth Management, Llc 46.048 -3,34 1.957 -5,28
2026-05-14 13F Raymond James Financial Inc 249.610 -3,38 10.608 -5,34
2026-05-12 13F Ausdal Financial Partners, Inc. 4.857 -4,16 206 -5,94
2026-02-05 13F ORBA Wealth Advisors, L.L.C. 0 -100,00 0
2026-05-12 13F Bellwether Advisors, LLC 240.852 -3,18 10.236 -5,13
2026-04-14 13F Southland Equity Partners LLC 60.123 -1,23 2.555 -3,22
2026-05-01 13F Vantage Point Financial LLC 6.764 -0,19 287 -2,05
2026-05-07 13F Sagespring Wealth Partners, Llc 38.611 -1,20 1.641 -3,24
2026-01-28 13F Evergreen Private Wealth LLC 0 -100,00 0
2026-02-05 13F Northwestern Mutual Wealth Management Co 3 -99,66 0 -100,00
2026-05-08 13F Allegiance Financial Group Advisory Services LLC 6.392 -44,21 272 -45,47
2026-04-17 13F Outlook Wealth Advisors, LLC 69.623 -37,21 2.959 -38,50
2026-05-13 13F Mariner, LLC 66.019 -46,33 2.806 -47,43
2026-05-13 13F Visionary Wealth Advisors 18.785 -19,84 798 -21,46
2026-05-15 13F GWM Advisors LLC 52.231 -8,77 52 -97,91
2026-04-07 13F Farther Finance Advisors, LLC 42.571 -3,79 1.819 -5,26
2026-05-08 13F Coldstream Capital Management Inc 6.007 -2,52 255 -4,49
2026-05-11 13F Phoenix Holdings Ltd. 15.680 -16,06 666 -18,00
2026-04-17 13F First City Capital Management, Inc. 21.810 -2,98 927 -5,03
2026-05-05 13F Blue Water Asset Management 10.950 -2,77 465 -4,71
2026-05-15 13F Cerity Partners LLC 65.467 -1,21 2.782 -3,20
2026-05-12 13F Jane Street Group, Llc 5.469 -88,22 232 -88,48
2026-05-01 13F Mutual Advisors, LLC 13.980 -11,07 594 -12,78
2026-05-15 13F Tradition Wealth Management, LLC 46.055 -5,20 1.957 -7,12
2026-04-30 13F Csenge Advisory Group 16.050 -1,23 682 -3,12
2026-04-15 13F Cypress Financial Planning Llc 5.697 -16,67 242 -18,52
2026-02-12 13F Helium Advisors LLC 0 -100,00 0
2026-04-27 13F Liberty Atlantic Advisors LLC 39.665 -0,07 1.686 -2,09
2026-02-03 13F/A Bank Of America Corp /de/ 0 -100,00 0
2026-04-14 13F William Mack & Associates, Inc. 0 -100,00 0
2026-04-21 13F Pacific Park Financial, Inc. 9.408 -2,20 400 -4,32
2026-05-07 13F Key Capital Management, INC 0 -100,00 0
2026-05-14 13F Orion Capital Management LLC 20.984 -0,02 892 -2,09
2026-04-07 13F CoreCap Advisors, LLC 125.500 -4,73 5.334 -6,67
2026-05-14 13F Galvin, Gaustad & Stein, LLC 10.256 -1,11 436 -3,12
2026-04-21 13F Keystone Financial Group, Inc. 1.826 -81,42 78 -81,92
2026-05-14 13F Allworth Financial LP 6.208 -13,87 264 -15,71
2026-04-17 13F Weaver Capital Management LLC 67.710 -1,39 2.878 -3,39
2026-05-12 13F Red Reef Advisors Llc 42.630 -1,07 1.812 -3,10
2026-04-16 13F Brookstone Capital Management 830.456 -1,24 35.294 -3,25
2026-05-06 13F FSA Advisors, Inc. 29.306 -0,27 1.246 -2,28
2026-05-06 13F Sound View Wealth Advisors Group, LLC 6.908 -1,43 294 -3,62
2026-05-15 13F Integrated Wealth Concepts LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 43.424 -78,50 1.855 -78,96
2026-05-04 13F Sigma Planning Corp 9.925 -3,89 422 -5,82
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-05-14 13F Gladstone Institutional Advisory LLC 0 -100,00 0
2026-05-15 13F Morgan Stanley 1.500 -4,76 64 -7,35
2026-05-15 13F AlphaCore Capital LLC 64.800 -1,52 2.754 -3,50
2026-04-29 13F Global Strategic Investment Solutions, LLC 115.481 -24,67 4.908 -26,21
2026-04-09 13F CRA Financial Services, LLC 131.792 -2,53 5.601 -4,50
2026-05-15 13F Harbour Investments, Inc. 46.609 -7,01 1.981 -8,92
2026-04-27 13F Soltis Investment Advisors LLC 7.541 -97,15 320 -97,21
2026-05-13 13F Cetera Investment Advisers 295.846 -15,07 12.573 -16,79
2026-04-08 13F Castle Rock Wealth Management, LLC 82.719 -1,41 3.533 -3,26
2026-04-23 13F NewCorp Financial Services, Inc. 14.452 -6,99 614 -8,90
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-04-08 13F Miracle Mile Advisors, LLC 7.789 -6,74 331 -8,56
2026-05-14 13F Jacobi Capital Management LLC 54.066 -14,07 2.298 -15,83
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 77.939 -0,04 3.499 3,43
2026-04-02 13F Noble Wealth Management PBC 52.942 -9,88 2.250 -11,70
2026-05-15 13F/A Independent Financial Group, Llc 76.121 -0,31 3.235 -2,32
2026-05-15 13F Keating Financial Advisory Services, Inc. 78.233 -3,03 3.325 -5,00
2026-05-14 13F Advisory Alpha, LLC 11.680 -2,91 496 -4,80
2026-05-11 13F COFG Advisors, LLC 0 -100,00 0
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 2.435 -2,01 103 -3,74
2026-05-06 13F LPL Financial LLC 603.176 -4,07 25.635 -6,02
2026-01-12 13F Certified Advisory Corp 0 -100,00 0
2026-04-13 13F Chris Bulman Inc 56.985 -1,24 2.422 -3,24
2026-05-13 13F AE Wealth Management LLC 40.929 -1,61 1.739 -3,60
2026-05-05 13F Atria Investments Llc 54.510 -49,32 2.317 -50,35
2026-04-13 13F Creative Financial Designs Inc /adv 2.680 -3,42 114 -5,83
2026-05-08 13F Maia Wealth LLC 0 -100,00 0
2026-02-17 13F Royal Bank Of Canada 0 -100,00 0
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 71.605 -0,90 3.043 -2,90
2026-05-08 13F Steward Partners Investment Advisory, Llc 69.528 -0,44 2.955 -2,48
2026-04-28 13F Belpointe Asset Management LLC 148.419 -4,19 6.308 -6,13
2026-05-15 13F MAI Capital Management 66.676 -3,27 2.834 -5,25
2026-05-15 13F Ameriflex Group, Inc. 5.808 -2,70 247 -4,65
2026-05-15 13F Change Path, LLC 22.034 -5,77 936 -7,69
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-01 13F Valmark Advisers, Inc. 20.738 -19,86 881 -21,48
2026-05-15 13F Mercer Global Advisors Inc /adv 13.368 -47,67 568 -48,74
2026-05-14 13F Bernard Wealth Management Corp. 3.015 -0,20 128 -2,29
2026-05-15 13F Talon Private Wealth, LLC 27.560 -43,10 1.171 -39,55
2026-02-11 13F Gwn Securities Inc. 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 484 -16,70 21 -20,00
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp 33.946 -18,81 1.443 -20,46
2026-04-23 13F Castellan Group, LLC 0 -100,00 0
2026-05-06 13F Ascent Wealth Partners, LLC 31.751 -3,52 1.349 -5,47
2026-02-11 13F Townsquare Capital Llc 0 -100,00 0 -100,00
2026-04-21 13F Long Island Wealth Management, Inc. 25.724 -3,02 1.093 -4,96
2026-05-15 13F Alliancebernstein L.p. 3.248.253 -0,78 140.909 -0,78
2026-05-14 13F Cwm, Llc 1.736 -65,84 74
2026-02-17 13F SageView Advisory Group, LLC 3.363 -98,18 146 -98,13
2026-05-14 13F Wealth Alliance 37.391 -3,42 1.589 -5,36
2026-05-15 13F Aqr Capital Management Llc 7.851 -17,17 334 -18,98
2026-05-04 13F Mml Investors Services, Llc 96.690 -31,00 4.109 -32,40
2026-05-08 13F Resources Investment Advisors, LLC. 81.787 -3,04 3.476 -5,03
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 116.163 -15,32 5 -20,00
2026-04-08 13F Ptm Wealth Management, Llc 6.696 -79,36 286 -79,76
2026-04-30 13F Corrado Advisors, Llc 77.896 -1,49 3.311 -3,50
2026-04-22 13F Cornerstone Wealth Group, LLC 10.708 -2,33 475 0,00
2026-01-30 13F Archer Investment Corp 0 -100,00 0 -100,00
2026-05-15 13F Advisor Group Holdings, Inc. 598.835 -23,87 25.451 -25,42
2026-04-15 13F Milestone Asset Management, Llc 52.480 -6,04 2.230 -7,93
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-13 13F IFP Advisors, Inc 27.608 -14,82 1.173 -16,57
2026-05-11 13F Pathstone Holdings, LLC 109.233 -48,30 4.642 -51,32
2026-04-16 13F XML Financial, LLC 0 -100,00 0
2026-01-26 13F O'Connor Financial Group LLC 0 -100,00 0
2026-04-15 13F City Holding Co 17.950 -0,14 763 -2,18
2026-02-11 13F Buckingham Strategic Partners 0 -100,00 0 -100,00
2026-05-14 13F First Commonwealth Financial Corp /pa/ 99.774 -6,19 4.240 -8,09
2026-04-20 13F SILVER OAK SECURITIES, Inc 25.719 -0,06 1.093 -2,41
2026-04-21 13F Crown Wealth Group, LLC 5.083 -2,70 216 -4,42
2026-05-13 13F Calton & Associates, Inc. 4.963 -35,86 211 -37,31
2026-05-01 13F BKD Wealth Advisors, LLC 61.409 -5,33 2.610 -7,25
2026-01-30 13F Strategic Blueprint, LLC 0 -100,00 0
2026-04-30 13F ATX Financial Planning, LLC 5.603 -19,49 238 -20,93
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-04-17 13F RFG Advisory, LLC 12.230 -0,76 520 -2,81
2026-05-05 13F HighTower Advisors, LLC 471.508 -9,50 20.039 -11,33
2026-05-11 13F Integrity Alliance, Llc. 0 -100,00 0
2026-05-14 13F We Are One Seven, LLC 28.069 -4,38 1.193 -6,36
2026-04-17 13F BCS Wealth Management 52.045 -50,44 2.212 -51,46
2026-04-15 13F Diligent Investors, LLC 64.236 -2,76 2.730 -4,71
2026-05-08 13F Blair William & Co/il 734.990 -2,71 31.237 -4,69
2026-05-05 13F Advisory Advocates, LLC 0 -100,00 0
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 15.158 -2,08 644 -4,02
2026-05-15 13F Nikulski Financial, Inc. 9.243 -0,89 393 -2,97
2026-05-12 13F Wood Tarver Financial Group, LLC 6.945 -7,03 0
2026-05-13 13F BCJ Capital Management, LLC 86.581 -6,91 3.680 -8,80
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-05-15 13F Advisory Services Network, LLC 36.777 -0,58 1.563 -2,56
2026-05-15 13F IHT Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Yarger Wealth Strategies, Llc 69.115 -6,89 2.937 -8,79
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