Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - January comprennent Eqis Capital Management, Inc., First Heartland Consultants, Inc., Jacobi Capital Management LLC, et Vantage Point Financial 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | PFG Advisors | 48 720 | 188,42 | 1 667 | 208,52 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 324 671 | 229,91 | 11 106 | 252,99 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 000 | 68 | ||||||
2025-07-25 | 13F | Cwm, Llc | 5 751 | 62,00 | 0 | |||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6 100 | 209 | ||||||
2025-08-05 | 13F | WorthPointe, LLC | 20 008 | 0,80 | 684 | 7,89 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 7 826 | 268 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 89 831 | 125,38 | 3 073 | 141,13 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 18 657 | 638 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50 723 | 3,63 | 1 734 | 10,87 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 41 407 | 54,89 | 1 416 | 65,81 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 6 987 | 239 | ||||||
2025-07-28 | 13F | Compass Advisory Group LLC | 508 549 | 2,03 | 17 395 | 9,16 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 15 773 | 30,53 | 540 | 36,46 | ||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 94 541 | 3,29 | 3 234 | 10,49 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 253 217 | 0,81 | 8 662 | 7,84 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 45 599 | 215,65 | 1 560 | 238,18 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 19 677 | 78,67 | 673 | 91,19 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7 753 | 2,57 | 265 | 9,96 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 13 866 | 474 | ||||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 2 760 | 217,24 | 94 | 6,82 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 7 430 | 15,35 | 254 | 23,90 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 14 982 | 512 | ||||||
2025-07-24 | 13F | Vantage Point Financial LLC | 6 243 | 214 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 36 663 | 30,53 | 1 254 | 39,64 | ||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 413 011 | 84,41 | 14 127 | 97,28 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 13 387 | 786,56 | 458 | 852,08 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 160 405 | 54,98 | 5 | 66,67 | ||||
2025-07-18 | 13F | Truist Financial Corp | 25 219 | 1,20 | 863 | 8,29 | ||||
2025-07-16 | 13F | Arlington Capital Management, Inc. | 12 230 | 418 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 138 900 | 22,19 | 4 750 | 30,75 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 42 916 | 27,56 | 1 468 | 36,47 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 18 808 | 0,25 | 643 | 7,35 | ||||
2025-08-12 | 13F | LPL Financial LLC | 40 579 | 33,10 | 1 388 | 42,51 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 7 590 | 19,02 | 260 | 27,59 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 878 | 50,34 | 30 | 66,67 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 7 300 | 5,92 | 250 | 13,18 |