Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - April comprennent Gradient Investments LLC, Signaturefd, Llc, Signal Advisors Wealth, LLC, Brown Financial Advisors, Mattson Financial Services, LLC, Paladin Wealth, LLC, Annis Gardner Whiting Capital Advisors, LLC, et Lion Street Advisors, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Brown Financial Advisors | 11 886 | 537 | ||||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 91 870 | 13,60 | 4 151 | 20,88 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 424 | 290 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 10 504 | 7,21 | 475 | 13,94 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 56 247 | 4,77 | 2 542 | 11,45 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 13 156 | 131,13 | 594 | 146,47 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 2 102 | 210 100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 22 240 | 8,83 | 1 005 | 15,80 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 51 231 | 4,07 | 2 315 | 10,77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17 888 | 18,43 | 808 | 26,05 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 48 645 | 2 238,70 | 2 155 | 2 348,86 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 9 775 | 442 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 944 | 118,67 | 88 | 135,14 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 18 539 | 94,51 | 838 | 107,18 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 17 036 | 16,67 | 770 | 8,62 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 21 595 | 976 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 482 018 | 9,74 | 22 | 16,67 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 378 934 | 98,44 | 17 123 | 111,16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 155 282 | 11,08 | 7 017 | 18,19 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 439 | 14,79 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 553 510 | 3 197,06 | 25 012 | 3 412,78 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 270 738 | 3,20 | 12 234 | 9,81 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 4 653 | 210 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 28 834 | 2,77 | 1 303 | 9,32 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 15 416 | 55,17 | 697 | 65,32 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 10 012 | 452 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 405 497 | 4,51 | 17 116 | -2,58 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 52 719 | 20,25 | 2 382 | 28,00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 6 514 | 294 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 118 | 38,82 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 7 700 | 348 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 179 339 | 2,05 | 8 104 | 8,58 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 6 803 | 6,35 | 307 | 13,28 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 29 904 | 5,30 | 1 351 | 12,02 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7 145 | 4,78 | 323 | 11,42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13 558 | 1,22 | 613 | 7,75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8 724 | 3,27 | 394 | 5,35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 74 885 | 7,76 | 3 384 | 14,64 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 3 604 | 17,28 | 163 | 24,62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 100 317 | 59,22 | 4 533 | 69,46 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 28 341 | 1 281 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39 546 | 67,53 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42 048 | 6,44 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7 470 | 22,46 | 338 | 30,12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 158 034 | 19,61 | 7 140 | 27,25 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 2 218 802 | 100 263 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 454 | 345,40 | 201 | 378,57 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1 035 285 | 46 782 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 180 133 | 31,31 | 8 140 | 39,70 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8 888 | 402 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 15 290 | 691 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 170 | 8 |
