Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April comprennent Berkshire Money Management, Inc., Onyx Bridge Wealth Group LLC, Ambassador Advisors, LLC, Merit Financial Group, LLC, Helium Advisors LLC, Collaborative Wealth Managment Inc., WorthPointe, LLC, Phoenix Holdings Ltd., et Blue Bell Private 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 51 146 | 28,91 | 1 656 | 35,29 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 11 222 | 363 | ||||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 15 459 | 5,51 | 501 | 4,38 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 29 566 | 18,35 | 958 | 24,29 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9 452 | 306 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16 829 | 545 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 27 843 | 912 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 123 | 40,89 | 198 | 47,76 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 16 500 | 0,65 | 534 | 5,74 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 43 552 | 26,07 | 1 | -99,91 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29 093 | 0,87 | 1 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 27 934 | 174,05 | 905 | 187,90 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 221 | 25,96 | 137 | 32,04 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6 456 | 209 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 23 363 | 4,76 | 757 | 10,04 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 92 851 | 3 007 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 513 384 | 222,77 | 16 626 | 238,89 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 103 688 | 360,45 | 3 358 | 383,72 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 98 604 | 55,48 | 3 193 | 63,24 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1 124 | 36 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 25 704 | 14,40 | 832 | 20,06 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 25 905 | 839 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 23 639 | 5,78 | 766 | 11,03 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 53 652 | 14,86 | 1 738 | 20,54 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 15 184 | 1,57 | 492 | 6,51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 457 | 12,24 | 310 | 19,69 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 69 797 | 57,51 | 2 260 | 65,33 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 9 504 | 308 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 62 729 | 2 032 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 9 178 | 297 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 36 835 | 10,29 | 1 193 | 15,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 43 749 | 2,75 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 130 446 | 34,62 | 4 225 | 41,32 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 14 231 | 20,41 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6 593 | 0,78 | 214 | 5,97 | ||||
| 2025-08-14 | 13F | Acas, Llc | 18 039 | 7,06 | 604 | 17,09 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 101 740 | 3 295 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 23 962 | 2,38 | 776 | 7,48 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 065 | 13,85 | 164 | 19,71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 22 806 | 0,82 | 746 | 6,89 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 17 745 | 6,65 | 575 | 11,89 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 23 782 | 1,49 | 770 | 6,65 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 19 480 | 631 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18 233 | 31,99 | 590 | 39,81 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 6 750 | 218 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9 027 | 0,85 | 292 | 5,80 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 454 632 | 14 724 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8 913 | 10,04 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 657 | 54 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 186 856 | 82,45 | 6 051 | 91,52 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 81 890 | 0,27 | 2 652 | 5,28 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 65 499 | 40,46 | 2 162 | 50,35 |
