Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Innovator ETFs Trust - Innovator Laddered Allocation Power Buffer ETF comprennent Beacon Financial Advisory LLC, Resources Investment Advisors, LLC., Concurrent Investment Advisors, LLC, Columbia Advisory Partners Llc, Caliber Wealth Management, LLC / KS, VestGen Advisors, LLC, Signal Advisors Wealth, LLC, BLVD Private Wealth, LLC, Maripau Wealth Management Llc, et Atticus Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 26 702 | 3 503,51 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19 208 | 2,92 | 903 | 9,73 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 5 616 | 264 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 40 409 | 94,77 | 1 899 | 107,77 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 422 151 | 3,76 | 19 841 | 10,61 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 16 718 | 9,94 | 786 | 17,16 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 231 838 | 114,03 | 10 896 | 128,19 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 55 161 | 35,08 | 2 593 | 44,00 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 504 153 | 3,59 | 23 695 | 10,43 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 29 280 | 13,40 | 1 376 | 20,91 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 10 247 | 482 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 33 248 | 11,93 | 1 595 | 22,41 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 74 894 | 1,36 | 3 520 | 8,07 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 71 361 | 12,70 | 3 354 | 20,14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 13 392 | 0,01 | 629 | 6,61 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 24 618 | 222,61 | 1 157 | 238,30 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 164 210 | 1,07 | 7 718 | 7,73 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 59 156 | 100,22 | 2 780 | 113,52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 790 469 | 224,86 | 131 152 | 246,30 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 10 330 | 24,91 | 486 | 33,24 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 29 819 | 0,23 | 1 401 | 6,86 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 28 927 | 8,65 | 1 360 | 15,86 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 67 615 | 8,98 | 3 178 | 16,16 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 13 829 | 102,50 | 654 | 116,94 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11 994 | 7,39 | 564 | 14,43 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 10 115 | 5,57 | 475 | 12,56 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 8 768 | 13,96 | 413 | 21,83 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 59 285 | 0,73 | 2 786 | 7,40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 22 396 | 1,32 | 1 053 | 8,01 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 132 342 | 5,98 | 6 220 | 12,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 161 890 | 9,50 | 7 609 | 16,72 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 42 895 | 0,01 | 2 016 | 6,61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 93 213 | 104,22 | 4 381 | 117,74 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 520 | 24 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 025 | 48 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 142 715 | 46,16 | 6 708 | 55,80 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 6 853 | 26,98 | 322 | 33,06 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 308 564 | 5,78 | 14 765 | 14,81 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 13 832 | 650 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 400 966 | 4,81 | 18 845 | 11,72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 005 | 47 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 10 228 | 6,66 | 481 | 13,74 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13 656 | 642 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 18 436 | 45,57 | 866 | 55,20 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 227 813 | 27,67 | 10 707 | 36,10 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 14 008 | 18,88 | 658 | 26,78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 111 783 | 10,75 | 5 254 | 18,04 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 12 104 | 569 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 107 795 | 11,21 | 5 066 | 18,56 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 43 430 | 8,36 | 2 068 | 17,03 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 33 868 | 197,19 | 1 592 | 216,93 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 199 053 | 2,25 | 9 499 | 11,60 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 6 590 | 310 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 29 300 | 6,45 | 1 377 | 13,52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 788 | 15,46 | 319 | 23,17 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 91 966 | 2,66 | 4 | 33,33 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12 599 | 592 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 18 126 | 16,86 | 852 | 24,60 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50 275 | 5,86 | 2 375 | 13,43 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 109 591 | 402,46 | 5 151 | 435,90 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 8 384 | 399 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 40 843 | 0,30 | 1 920 | 6,91 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 40 821 | 6,69 | 1 919 | 13,76 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 6 742 | 317 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11 446 | 18,07 | 538 | 25,76 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12 603 | 592 | ||||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 8 371 | 204,84 | 393 | 219,51 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 058 | 39,21 | 50 | 48,48 |
