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 - May comprennent WPWealth LLP, Phoenix Holdings Ltd., Belpointe Asset Management LLC, Merit Financial Group, LLC, We Are One Seven, LLC, Catalina Capital Group, LLC, Cresset Asset Management, LLC, Optima Capital Llc, Riverchase Wealth Management, Llc, Luminist Capital LLC, Wedbush Securities Inc, et Centaurus Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 49 548 | 15,15 | 1 872 | 21,56 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 68 611 | 33,51 | 2 593 | 40,95 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 38 314 | 13,07 | 1 448 | 19,29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 507 341 | 26,67 | 19 172 | 33,70 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 82 988 | 8,18 | 3 | 50,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 140 998 | 60,90 | 5 328 | 69,84 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 58 076 | 2 219 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 495 679 | 20,67 | 18 727 | 27,35 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 350 | 13 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 27 900 | 3,33 | 1 054 | 9,11 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13 112 | 28,90 | 495 | 35,99 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 15 722 | 594 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 546 071 | 14,08 | 58 | 20,83 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10 741 | 406 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 151 720 | 6,72 | 5 733 | 12,65 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 94 641 | 88,41 | 3 576 | 98,89 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3 546 015 | 28,17 | 133 998 | 35,29 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 6 980 | 10,97 | 264 | 16,89 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 143 534 | 4,69 | 5 424 | 10,49 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 38 296 | 5,76 | 1 447 | 11,65 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 36 332 | 8,74 | 1 373 | 14,72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 48 632 | 0,95 | 1 838 | 6,55 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 255 323 | 5,30 | 9 648 | 11,15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 134 808 | 44,51 | 5 094 | 52,56 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 6 109 | 0,21 | 231 | 5,50 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5 640 | 0 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 350 903 | 10,76 | 48 457 | 9,41 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 31 105 | 29,21 | 1 175 | 36,47 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 411 419 | 24,18 | 16 | 36,36 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5 266 | 1 495,76 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 17 996 | 680 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 9 676 | 366 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 77 548 | 100,68 | 2 930 | 111,86 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 116 746 | 8,93 | 4 412 | 14,96 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 11 582 | 147,90 | 438 | 161,68 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 64 602 | 1,69 | 2 | -99,91 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 4 221 | 246,84 | 160 | 269,77 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 17 001 | 3,44 | 1 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 170 580 | 239,11 | 6 456 | 258,67 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 69 283 | 21,51 | 2 618 | 28,27 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 115 406 | 85,50 | 4 361 | 95,82 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 231 771 | 42,97 | 8 758 | 50,92 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 11 334 | 16,99 | 428 | 23,70 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 14 644 | 20,06 | 553 | 26,83 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 78 219 | 161,23 | 2 956 | 175,91 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15 196 | 574 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 11 026 | 29,79 | 417 | 36,84 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 258 367 | 10,80 | 9 763 | 16,96 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18 500 | 20,92 | 699 | 27,79 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 14 361 | 543 | ||||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 68 287 | 25,42 | 2 580 | 32,38 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 25 139 | 39,36 | 950 | 47,13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5 549 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 465 | 167,24 | 18 | 183,33 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6 193 | 234 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 776 | 14,38 | 332 | 20,80 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 102 713 | 13,60 | 3 881 | 19,93 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 25 105 | 124,85 | 949 | 137,59 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15 123 | 52,22 | 571 | 60,85 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 12 609 | 17,56 | 476 | 24,28 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 49 594 | 459,37 | 1 874 | 491,17 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 8 643 | 12,64 | 327 | 18,98 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 11 546 | 0,22 | 436 | 5,83 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9 990 | 33,82 | 378 | 41,20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 152 722 | 128,87 | 5 771 | 141,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 594 | 60,19 | 363 | 69,16 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 58 967 | 15,57 | 2 228 | 22,02 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13 706 | 0,73 | 518 | 6,16 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 197 799 | 0,30 | 7 474 | 5,86 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 15 687 | 26,18 | 593 | 33,03 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 303 092 | 30,89 | 11 453 | 38,17 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 59 011 | 107,73 | 2 230 | 119,17 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 31 480 | 16,27 | 1 190 | 22,70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 9 619 | 363 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 30 104 | 1 138 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 720 | 27 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 55 038 | 10,88 | 2 080 | 16,99 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 6 734 | 6,58 | 0 | |||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 21 008 | 61,50 | 794 | 70,54 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6 575 | 6,95 | 248 | 12,73 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 7 546 | 18,91 | 285 | 25,55 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77 621 | 17,56 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 153 864 | 5 814 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 65 175 | 2 462 | ||||||
| 2025-08-13 | 13F | Luminist Capital LLC | 7 437 | 281 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7 542 | 288 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8 917 | 0 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 108 604 | 4,29 | 4 104 | 10,09 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 10 723 | 405 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 23 992 | 12,63 | 907 | 18,90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 70 161 | 208,40 | 3 | |||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 125 237 | 4 732 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 37 147 | 0,55 | 1 404 | 6,13 |
