Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August comprennent Siligmueller & Norvid Wealth Advisors LLC, Dynamic Advisor Solutions LLC, Straight Path Wealth Management, Merit Financial Group, LLC, Evolution Wealth Management Inc., Waterloo Capital, L.P., Curio Wealth, Llc, et Winnow Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 5 000 | 202 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 319 897 | 11,02 | 12 943 | 18,90 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10 055 | 407 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 273 666 | 12,45 | 48 062 | 8,63 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4 839 | 2 943,40 | 0 | |||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 57 121 | 10,29 | 2 311 | 18,15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24 122 | 976 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6 329 | 256 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 208 | 49 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6 940 | 281 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 53 544 | 2 186 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 67 651 | 6,00 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 386 368 | 33,46 | 15 632 | 42,93 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 5 000 | 202 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 193 190 | 8,93 | 7 816 | 16,66 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7 246 | 29,21 | 293 | 38,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 48 644 | 439,29 | 1 968 | 478,82 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5 432 | 56,86 | 220 | 68,46 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 90 612 | 51,26 | 3 666 | 62,00 | ||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 740 922 | 29 978 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 5 173 | 209 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 812 460 | 0,17 | 32 872 | 7,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 90 411 | 2,24 | 3 731 | 11,71 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 859 | 15,39 | 75 | 25,00 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 457 662 | 15,83 | 59 | 23,40 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 5 231 | 212 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 8 075 | 18,32 | 327 | 26,85 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 19 109 | 773 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 342 | 14 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 5 158 | 209 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 143 249 | 0,48 | 5 796 | 7,61 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 71 147 | 0,83 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 10 078 | 408 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 130 | 5 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 82 877 | 0,03 | 3 353 | 7,12 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 8 261 | 5,26 | 334 | 12,84 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 5 167 | 209 |
