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 - March comprennent Talon Private Wealth, LLC, Optima Capital Llc, Merit Financial Group, LLC, Heritage Wealth Partners, LLC, We Are One Seven, LLC, FC Advisory LLC, Noble Wealth Management PBC, Phillips Financial Management, Llc, et Beacon Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 210 653 | 10,70 | 48 063 | 7,88 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16 062 | 7,78 | 678 | 13,95 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42 227 | 152,00 | 1 783 | 166,52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43 013 | 83,52 | 1 816 | 94,22 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 385 567 | 14,03 | 59 | 20,83 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 45 654 | 1 928 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 5 878 | 13,39 | 248 | 19,81 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 19 118 | 807 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 171 387 | 7,20 | 7 238 | 13,36 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 207 744 | 11,48 | 8 773 | 17,90 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 70 554 | 294,00 | 2 979 | 316,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 380 834 | 2,94 | 16 | 14,29 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 34 665 | 15,09 | 1 464 | 21,71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 465 | 484 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 14 135 | 47,36 | 597 | 55,61 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 846 204 | 360,08 | 35 735 | 386,59 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 288 179 | 2,01 | 12 170 | 7,87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12 833 | 7,31 | 542 | 13,42 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 17 673 | 86,21 | 746 | 97,35 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12 732 | 3,67 | 1 | -100,00 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 63 632 | 13,31 | 2 687 | 19,85 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 272 471 | 10,53 | 11 506 | 16,88 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 60 018 | 1,52 | 3 | 0,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 12 928 | 12,65 | 524 | 13,45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 129 298 | 3,44 | 5 460 | 9,38 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 424 | 271 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 500 | 21 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 78 662 | 169,19 | 3 322 | 184,82 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 35 971 | 10,40 | 1 520 | 16,76 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 12 896 | 1,89 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47 933 | 0,52 | 2 024 | 6,30 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22 975 | 152,03 | 970 | 166,48 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 300 | 12 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 110 148 | 2,26 | 4 652 | 8,14 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 338 | 4,77 | 225 | 10,84 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 12 313 | 520 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 290 | 308,45 | 12 | 500,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 310 752 | 1,51 | 13 123 | 7,35 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 22 317 | 0,19 | 942 | 5,96 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55 393 | 0,22 | 2 339 | 5,98 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 28 048 | 7,14 | 1 184 | 13,30 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 2 000 | 80 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 700 | 31,37 | 283 | 38,92 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 42 000 | 22,91 | 1 774 | 29,99 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 105 | 89 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 262 | 208,17 | 96 | 227,59 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 38 180 | 6,69 | 1 612 | 12,81 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 19 550 | 248,80 | 826 | 269,96 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 89 536 | 0,56 | 3 781 | 6,36 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 825 | 77 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 33 301 | 7,07 | 1 406 | 13,20 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 000 | 14,55 | 127 | 21,15 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 556 | 23 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 297 489 | 3,23 | 12 563 | 9,16 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1 329 | 210,51 | 56 | 229,41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 63 762 | 2 693 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 142 477 | 8,35 | 6 017 | 14,57 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6 208 | 1,64 | 262 | 7,82 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 15 881 | 68,20 | 671 | 77,72 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 7 055 | 282 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 38 432 | 648,87 | 1 684 | 725,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54 753 | 1,33 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 34 651 | 3,59 | 1 463 | 9,59 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 691 542 | 5,38 | 29 204 | 11,45 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 655 | 1 210,00 | 28 | 2 600,00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 313 | 13 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 17 720 | 4,27 | 748 | 10,32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 107 754 | 0,53 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 58 032 | 2,88 | 2 451 | 8,79 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 4 887 | 206 |
