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 - September comprennent We Are One Seven, LLC, Merit Financial Group, LLC, Hengehold Capital Management Llc, Creative Planning, Centaurus Financial, Inc., Mma Asset Management Llc, PFS Partners, LLC, SJS Investment Consulting Inc., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8 377 | 343 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 54 620 | 5,05 | 2 233 | 11,82 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 205 041 | 0,10 | 8 384 | 6,56 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 5 085 | 208 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 179 868 | 6,09 | 7 355 | 12,95 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9 734 | 7,29 | 398 | 14,37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 49 467 | 0,15 | 2 023 | 6,59 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 1 677 | 1,21 | 69 | 7,94 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4 928 | 168,85 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 40 405 | 3,18 | 1 652 | 9,84 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 1 300 | 53 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 3 106 | 25,85 | 127 | 35,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 205 | 8 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 338 746 | 6,17 | 13 851 | 13,02 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 301 | 12 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1 252 721 | 12,40 | 47 979 | 8,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 323 809 | 16,93 | 13 241 | 24,47 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13 301 | 544 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 12 527 | 1,20 | 512 | 8,94 | ||||
| 2025-08-08 | 13F | Creative Planning | 4 893 | 200 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 52 920 | 291,13 | 2 164 | 316,76 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12 458 | 509 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 240 622 | 0,77 | 9 839 | 7,28 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21 078 | 12,09 | 862 | 19,25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 162 016 | 2,88 | 6 625 | 9,52 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 500 | 20 | ||||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 866 | 15,16 | 151 | 17,97 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 433 715 | 15,78 | 59 | 23,40 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 459 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 31 677 | 1 295 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 329 | 13 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17 580 | 2,40 | 719 | 8,95 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30 844 | 189,15 | 1 261 | 208,31 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25 640 | 9,04 | 1 048 | 16,06 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11 479 | 9,54 | 469 | 16,67 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 40 539 | 3,86 | 1 658 | 10,54 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 86 635 | 73,57 | 3 543 | 84,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 122 394 | 190,57 | 5 | 400,00 |
