Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF comprennent Columbia Advisory Partners Llc, Caliber Wealth Management, LLC / KS, VestGen Advisors, LLC, Foronjy Financial Llc, BLVD Private Wealth, LLC, SRS Capital Advisors, Inc., Trail Ridge Investment Advisors, LLC, Ibex Wealth Advisors, et Assetmark, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Assetmark, Inc | 46 | 2 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 239 204 | 20,94 | 8 104 | 30,42 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26 702 | 32,88 | 905 | 43,26 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 32 362 | 1,25 | 1 096 | 9,16 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 17 055 | 22,66 | 578 | 32,34 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 34 176 | 1 158 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 154 233 | 2,07 | 5 225 | 10,07 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 37 700 | 20,46 | 1 277 | 29,91 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13 287 | 450 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17 093 | 12,27 | 579 | 21,13 | ||||
| 2025-08-14 | 13F | Acas, Llc | 22 128 | 1,37 | 771 | 12,57 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 207 593 | 2,46 | 7 033 | 10,49 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 145 732 | 0,35 | 5 069 | 11,60 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22 642 | 25,88 | 767 | 35,75 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 115 665 | 1,22 | 3 919 | 9,14 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8 114 | 275 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7 337 | 11,18 | 249 | 19,81 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 63 731 | 1,49 | 2 159 | 9,43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 134 762 | 3,22 | 4 566 | 11,31 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1 635 | 170,25 | 55 | 189,47 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 149 668 | 16,55 | 5 073 | 25,76 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 71 542 | 4,03 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 57 360 | 33,29 | 1 943 | 39,78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 100 | 20,59 | 139 | 30,19 | ||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 6 068 | 209 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 169 996 | 1,51 | 5 759 | 9,47 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 9 859 | 334 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 10 522 | 362 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 26 600 | 155,50 | 901 | 175,54 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9 308 | 315 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 230 | 8 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 6 057 | 205 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 8 236 | 279 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 189 383 | 11,73 | 6 416 | 20,49 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 7 755 | 17,86 | 263 | 23,58 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 170 172 | 9,41 | 5 765 | 17,99 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 22 748 | 86,23 | 771 | 101,04 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15 823 | 22,37 | 1 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 388 | 1 495,40 | 47 | 2 250,00 |
