Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December comprennent Richard P Slaughter Associates Inc, Family Legacy Financial Solutions, LLC, Sigma Planning Corp, Kestra Private Wealth Services, Llc, Founders Financial Securities Llc, Nations Financial Group Inc, /ia/ /adv, Centaurus Financial, Inc., Old Port Advisors, Wedbush Securities Inc, Buckingham Strategic Partners, Advance Capital Management, Inc., NWF Advisory Services Inc., Catalina Capital Group, LLC, WPWealth LLP, Great Valley Advisor Group, Inc., Hrt Financial Lp, Evolution Wealth Management Inc., Tableaux Llc, et Assetmark, 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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Brookstone Capital Management | 2 401 201 | 1,43 | 87 500 | 7,76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 131 319 | 2,52 | 4 785 | 8,92 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 48 422 | 30,93 | 1 764 | 39,12 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16 027 | 1 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 376 720 | 13 728 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5 293 | 193 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 181 756 | 6 623 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 409 766 | 8,85 | 15 | 16,67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 48 948 | 92,75 | 1 784 | 104,71 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 7 028 | 17,39 | 256 | 24,88 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 35 819 | 1 305 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9 620 | 351 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 460 973 | 19,72 | 16 798 | 27,19 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1 936 | 0 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 168 747 | 26,00 | 6 149 | 33,88 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 135 656 | 17,96 | 4 943 | 25,33 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 16 875 | 615 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 958 228 | 0,73 | 34 918 | 7,00 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 78 327 | 74,57 | 2 854 | 85,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 156 146 | 128,86 | 5 690 | 143,12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24 049 | 876 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30 600 | 1 115 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 8 347 | 304 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 7 031 | 16,10 | 256 | 25,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4 886 | 178 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 25 577 | 932 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 13 413 | 10,21 | 487 | 16,83 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 50 158 | 12,95 | 1 828 | 19,96 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10 950 | 87,28 | 399 | 99,50 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9 674 | 33,73 | 353 | 41,94 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 7 532 | 274 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 293 421 | 556,44 | 10 692 | 597,46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 292 | 4,66 | 339 | 11,18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 18 405 | 1 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 673 | 327 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 305 957 | 22,98 | 11 149 | 30,66 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34 691 | 136,86 | 1 264 | 151,79 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 56 917 | 6,16 | 1 889 | -1,15 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4 550 | 1,11 | 166 | 7,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 380 | 14 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 18 780 | 684 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 12 413 | 215,53 | 452 | 237,31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 153 632 | 862,91 | 5 598 | 923,40 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 200 | 48,84 | 117 | 58,90 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 25 311 | 29,45 | 922 | 37,61 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15 298 | 557 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 7 533 | 10,55 | 275 | 17,60 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 51 484 | 0,71 | 1 876 | 7,02 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6 234 | 0 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3 200 | 48,84 | 117 | 58,90 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35 080 | 13,71 | 1 278 | 20,79 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 320 | 267 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8 316 | 303 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 51 665 | 1 883 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 49 699 | 0,26 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 139 109 | 10,08 | 5 069 | 16,93 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7 613 | 13,88 | 277 | 20,96 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21 311 | 777 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 7 520 | 274 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 119 278 | 13,67 | 4 346 | 20,76 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209 424 | 60,81 | 7 631 | 70,87 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 18 394 | 38,95 | 683 | 50,22 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 66 583 | 258,15 | 2 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 44 082 | 1 606 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12 900 | 470 |
