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 - May comprennent WPWealth LLP, Weaver Consulting Group, Buckingham Strategic Partners, Phillips Financial Management, Llc, Foundations Investment Advisors, LLC, Annis Gardner Whiting Capital Advisors, LLC, et Creative Financial Designs Inc /adv .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Fragasso Group Inc. | 23 295 | 35,09 | 983 | 43,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 182 540 | 6,47 | 7 703 | 13,26 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 26 185 | 86,52 | 1 105 | 98,74 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 20 991 | 9,39 | 886 | 16,29 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 4 950 | 209 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 127 532 | 53,33 | 5 382 | 63,11 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 14 310 | 604 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 700 | 30 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 015 | 83,68 | 85 | 97,67 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 5 470 | 231 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 16 693 | 106,16 | 704 | 119,31 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 19 081 | 75,15 | 805 | 86,34 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14 407 | 62,31 | 608 | 72,44 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36 996 | 3,05 | 1 561 | 9,62 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10 524 | 55,68 | 444 | 65,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4 994 | 211 | ||||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 13 550 | 572 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 13 114 | 553 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 158 963 | 41,00 | 7 | 50,00 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 26 847 | 1 133 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 21 428 | 14,52 | 904 | 21,83 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 32 498 | 114,51 | 1 371 | 128,50 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 102 331 | 40,51 | 4 318 | 49,46 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 97 971 | 87,30 | 4 134 | 99,23 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 15 830 | 15,17 | 668 | 22,57 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 44 433 | 9,77 | 1 875 | 16,82 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 6 123 | 258 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8 641 | 36,19 | 365 | 45,02 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 122 | 43,53 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 601 | 236 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 71 191 | 193,34 | 3 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 265 | 96 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 71 435 | 12,63 | 3 015 | 19,79 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 7 833 | 330 | ||||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 13 648 | 576 | ||||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 49 253 | 99,58 | 2 078 | 112,47 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 435 671 | 1,98 | 17 183 | -1,80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 38 161 | 13,17 | 1 610 | 20,42 |
