Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Innovator ETFs Trust - Innovator U.S. Equity Accelerated 9 Buffer ETF - April comprennent Stuart Chaussee & Associates, Inc., Gradient Investments LLC, TFAZX - TFA Tactical Income Fund Class I, Brown Financial Advisors, Fisher Asset Management, LLC, Mattson Financial Services, LLC, Paladin Wealth, LLC, et Orion Portfolio Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 6 530 | 27,34 | 240 | 33,52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16 988 | 5,89 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26 015 | 20,41 | 956 | 26,66 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 42 548 | 19,36 | 1 563 | 25,64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 121 755 | 42,70 | 4 473 | 50,20 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 43 625 | 1 603 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 818 | 1,61 | 30 | 7,14 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 13 361 | 434,44 | 491 | 463,22 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 351 | 69,72 | 50 | 81,48 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 14 528 | 534 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 964 | 35 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1 249 798 | 45 918 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19 860 | 37,64 | 730 | 44,93 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 11 900 | 437 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8 592 | 300 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 12 439 | 457 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 500 | 25,48 | 222 | 22,78 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 548 569 | 7,74 | 56 894 | 14,73 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 25 914 | 19,12 | 952 | 25,43 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 1 424 118 | 52 322 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 30 492 | 254,89 | 1 120 | 274,58 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 38 570 | 18,70 | 1 417 | 24,96 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 250 | 25,00 | 9 | 50,00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 12 186 | 448 | ||||||
| 2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 32 639 | 1 199 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 26 284 | 7,28 | 1 |
