USEP / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - September - Proprietà istituzionale - Venditori

Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - September
US ˙ BATS

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
(%)
2025-08-01 13F Envestnet Asset Management Inc 49.504 -60,14 1.824 -57,32
2025-07-09 13F Central Valley Advisors, Llc 57.416 -2,49 2.116 4,44
2025-08-13 13F SageView Advisory Group, LLC 32.638 -8,68 1.226 -0,24
2025-08-15 13F Kestra Advisory Services, LLC 83.127 -1,00 3.064 6,02
2025-05-05 13F Miller Financial Services LLC 0 -100,00 0
2025-08-06 13F Rps Advisory Solutions Llc 6.104 -4,67 225 1,82
2025-07-22 13F Berger Financial Group, Inc 27.390 -16,77 1.009 -10,87
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 23.704 -1,41 1
2025-08-08 13F Emerald Investment Partners, Llc 3.003 -46,39 111 -42,71
2025-08-12 13F LPL Financial LLC 20.050 -4,07 739 2,64
2025-08-12 13F PKS Advisory Services, LLC 7.737 -3,23 285 3,64
2025-04-15 13F Accurate Wealth Management, LLC 0 -100,00 0
2025-08-14 13F Core Wealth Advisors, Inc. 7.704 -27,73 284 -22,68
2025-07-24 13F Riverchase Wealth Management, Llc 0 -100,00 0
2025-07-07 13F O'Connor Financial Group LLC 0 -100,00 0
2025-08-11 13F Outlook Wealth Advisors, LLC 8.820 -16,74 325 -10,71
2025-08-08 13F Foundations Investment Advisors, LLC 6.294 -71,19 232 -69,24
2025-05-15 13F IHT Wealth Management, LLC 0 -100,00 0
2025-08-12 13F Archer Investment Corp 9.374 -1,76 345 5,18
2025-07-09 13F Fermata Advisors, LLC 0 -100,00 0
2025-08-14 13F Talon Private Wealth, LLC 5.101 -27,06 188 -23,67
2025-04-30 13F AlphaStar Capital Management, LLC 0 -100,00 0
2025-05-09 13F CoreCap Advisors, LLC 0 -100,00 0
2025-07-14 13F Kfg Wealth Management, Llc 57.348 -6,45 2.114 0,19
2025-05-14 13F Jane Street Group, Llc 0 -100,00 0
2025-08-06 13F AE Wealth Management LLC 9.445 -31,36 348 -26,43
2025-08-04 13F Spire Wealth Management 22.804 -15,99 841 -10,06
2025-08-07 13F Allworth Financial LP 12.432 -1,79 458 6,51
2025-05-09 13F Atlantic Private Wealth, LLC 0 -100,00 0
2025-08-07 13F Legacy Advisors, LLC 0 -100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 3.368 -21,09 124 -15,07
2025-07-25 13F Kellett Schaffner Wealth Advisors LLC 607.034 -26,76 22.372 -21,56
2025-08-14 13F Visionary Wealth Advisors 0 -100,00 0
2025-08-14 13F Arete Wealth Advisors, LLC 35.830 -2,52 1 0,00
2025-08-14 13F Garden State Investment Advisory Services LLC 12.665 -1,94 467 4,95
2025-07-18 13F Truist Financial Corp 50.179 -1,76 1.849 5,24
2025-05-15 13F Fort Point Capital Partners LLC 0 -100,00 0
2025-08-13 13F Continuum Advisory, LLC 11.819 -0,58 436 6,36
2025-05-02 13F Sigma Planning Corp 0 -100,00 0 -100,00
2025-08-14 13F Old Mission Capital Llc 16.035 -38,73 591 -34,44
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