Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - April comprennent Phoenix Holdings Ltd., Beacon Financial Advisory LLC, Merit Financial Group, LLC, Brown Financial Advisors, Mml Investors Services, Llc, Certified Advisory Corp, Mattson Financial Services, LLC, Paladin Wealth, LLC, Colony Group, LLC, Wedbush Securities Inc, Hrt Financial Lp, Soltis Investment Advisors LLC, Evolution Wealth Management Inc., PFS Partners, LLC, et Mid-American Wealth Advisory Group, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 133 470 | 25,13 | 6 808 | 33,83 | ||||
2025-08-15 | 13F | Brown Financial Advisors | 7 441 | 380 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 9 516 | 485 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 10 450 | 533 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 248 994 | 79,45 | 12 701 | 91,92 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 13 356 | 36,12 | 681 | 45,51 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 13 352 | 2,71 | 681 | 9,84 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 105 106 | 105,18 | 5 361 | 119,44 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 441 | 74 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 101 923 | 12,11 | 5 | 25,00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 40 165 | 15,69 | 2 049 | 23,67 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3 999 | 3,79 | 204 | 10,93 | ||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 4 200 | 10,53 | 214 | 18,23 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 655 603 | 33 442 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 5 771 | 0 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 5 847 | 298 | ||||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4 | 0 | ||||||
2025-08-15 | 13F | Optimist Retirement Group LLC | 12 280 | 17,22 | 626 | 25,45 | ||||
2025-07-25 | 13F | Cwm, Llc | 22 987 | 2,09 | 1 | 0,00 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 9 104 | 47,19 | 464 | 57,29 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 322 | 3 124,39 | 67 | 6 600,00 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 8 319 | 56,64 | 424 | 67,59 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4 404 | 225 | ||||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 4 153 | 212 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13 368 | 42,21 | 682 | 52,23 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 6 214 | 317 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 9 140 | 6,89 | 466 | 14,50 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 6 057 | 309 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 6 287 | 2,75 | 321 | 9,97 | ||||
2025-08-12 | 13F | LPL Financial LLC | 35 154 | 8,85 | 1 793 | 16,43 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 26 049 | 1 329 | ||||||
2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 222 136 | 0,26 | 11 331 | 7,22 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 132 696 | 10,04 | 7 | 20,00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 227 581 | 7,96 | 11 609 | 15,96 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 414 | 4,85 | 225 | 12,50 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 9 660 | 493 | ||||||
2025-08-01 | 13F | FSA Advisors, Inc. | 15 379 | 12,35 | 784 | 6,81 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 12 263 | 21,15 | 626 | 29,67 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 7 450 | 380 | ||||||
2025-08-12 | 13F | Change Path, LLC | 30 801 | 1,88 | 1 571 | 8,95 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 6 859 | 7,22 | 350 | 14,43 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 7 149 | 365 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 4 459 | 0,09 | 227 | 7,08 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 14 570 | 22,75 | 743 | 31,27 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 46 912 | 8,10 | 2 393 | 15,61 | ||||
2025-08-12 | 13F | MAI Capital Management | 123 032 | 659,46 | 6 276 | 712,82 | ||||
2025-08-14 | 13F | Acas, Llc | 9 045 | 66,12 | 471 | 79,77 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 7 673 | 3,37 | 387 | 9,04 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 27 866 | 23,24 | 1 421 | 31,82 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7 248 | 44,96 | 370 | 55,04 | ||||
2025-07-30 | 13F | Phoenix Holdings Ltd. | 17 495 | 887 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 83 790 | 30,38 | 4 274 | 39,45 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 5 483 | 0 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 51 339 | 2,70 | 2 619 | 9,82 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 99 949 | 2,47 | 5 098 | 9,59 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 26 819 | 197,36 | 1 368 | 218,14 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 15 951 | 19,21 | 814 | 27,43 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 7 339 | 0 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14 894 | 21,16 | 760 | 29,52 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 759 | 39 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 13 235 | 3,12 | 683 | 11,44 |