Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr April comprennent Brookstone Capital Management, Commonwealth Equity Services, Llc, Advisory Services Network, LLC, Kfg Wealth Management, Llc, Truist Financial Corp, Pensionmark Financial Group, Llc, Legacy Capital Wealth Partners, LLC, Cetera Investment Advisers, Cypress Wealth Services, LLC, Atlantic Private Wealth, LLC, Central Valley Advisors, Llc, Kestra Advisory Services, LLC, Wick Capital Partners, LLC, Chris Bulman Inc, Change Path, LLC, Kingswood Wealth Advisors, Llc, Raymond James Financial Inc, Cambridge Investment Research Advisors, Inc., Jane Street Group, Llc, et Triad Wealth Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 49 722 | 1 246 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 15 297 | 383 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 9 774 | 245 | ||||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 10 710 | 268 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 13 668 | 342 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7 879 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 13 717 | 344 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 9 651 | 242 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 27 741 | 695 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9 560 | 239 | ||||||
| 2025-07-14 | 13F | Chris Bulman Inc | 17 319 | 434 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 725 | 68 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 15 467 | 387 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 225 | 31 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 50 | 1 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 888 | 22 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 45 281 | 1 134 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 25 531 | 640 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 103 174 | 2 585 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 88 284 | 2 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10 199 | 255 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 22 393 | 561 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 24 849 | 622 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 339 | 8 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 9 755 | 244 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 27 963 | 700 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 15 572 | 390 | ||||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 2 039 | 51 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 31 233 | 782 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 51 685 | 1 300 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 395 | 210 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 8 450 | 212 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 391 | 35 | ||||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 18 824 | 472 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 330 | 8 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 31 593 | 791 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14 941 | 0 |
