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 - June comprennent EDGU - 3EDGE Dynamic US Equity ETF, 3EDGE Asset Management, LP, Stuart Chaussee & Associates, Inc., Gwn Securities Inc., Corrado Advisors, Llc, Fidelis Capital Partners, LLC, Barnes Dennig Private Wealth Management LLC, et SOUTH STATE Corp .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 33 748 | 4,27 | 1 477 | 12,67 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 23 727 | 16,10 | 1 038 | 25,51 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 20 580 | 0,88 | 901 | 8,96 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 14 768 | 108,73 | 646 | 125,87 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 19 518 | 6,27 | 854 | 14,94 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 11 458 | 0,71 | 501 | 8,91 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 13 410 | 3,32 | 587 | 11,62 | ||||
2025-08-12 | 13F | LPL Financial LLC | 15 593 | 16,22 | 682 | 25,60 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 128 185 | 7,56 | 6 | 25,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 33 564 | 1 469 | ||||||
2025-08-01 | 13F | FSA Advisors, Inc. | 8 790 | 6,55 | 385 | 16,01 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 10 240 | 455 | ||||||
2025-08-06 | 13F | SOUTH STATE Corp | 235 | 10 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 667 | 113,78 | 29 | 141,67 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 7 750 | 339 | ||||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 2 955 | 216,04 | 129 | -88,19 | ||||
2025-08-28 | NP | EDGU - 3EDGE Dynamic US Equity ETF | 222 264 | 9 726 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 11 485 | 18,15 | 503 | 27,74 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 249 | 318 | ||||||
2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 425 192 | 2,75 | 17 063 | -2,52 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 16 218 | 710 | ||||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 31 485 | 32,65 | 1 378 | 43,29 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12 372 | 0,95 | 541 | 9,51 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 7 276 | 26,10 | 318 | 36,48 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 16 952 | 6,55 | 742 | 15,06 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 33 347 | 42,02 | 1 459 | 53,58 | ||||
2025-07-15 | 13F | BCS Wealth Management | 24 040 | 2,26 | 1 | |||||
2025-08-12 | 13F | Change Path, LLC | 8 318 | 4,96 | 364 | 13,44 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16 680 | 142,94 | 1 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 039 | 266 | ||||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 6 155 | 18,02 | 269 | 27,49 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 1 684 | 74 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 24 782 | 17,90 | 1 084 | 24,31 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 14 332 | 19,53 | 627 | 29,28 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 254 782 | 0,47 | 11 149 | 8,56 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 25 355 | 1 110 | ||||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 32 258 | 0,32 | 1 412 | 8,37 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4 818 | 211 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 106 693 | 3,86 | 4 669 | 12,21 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 63 251 | 49,73 | 2 768 | 61,81 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 17 232 | 47,99 | 1 | |||||
2025-07-31 | 13F | 3EDGE Asset Management, LP | 222 264 | 9 694 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 15 292 | 3,44 | 669 | 11,87 | ||||
2025-08-04 | 13F | Spire Wealth Management | 18 481 | 22,77 | 735 | 20,69 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 15 576 | 682 | ||||||
2025-07-14 | 13F | CRA Financial Services, LLC | 6 965 | 15,60 | 305 | 24,59 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 86 934 | 42,45 | 3 804 | 53,95 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 25 869 | 11,47 | 1 132 | 20,55 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 19 015 | 66,73 | 832 | 80,48 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 20 231 | 885 | ||||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16 870 | 7,93 | 738 | 16,59 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 5 060 | 225 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3 940 | 20,45 | 172 | 30,30 |