PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August - Participation institutionnelle - Vendeurs

Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
US ˙ BATS ˙ US45782C6802

Participation institutionnelle et des fonds - Vendeurs

Cette page montre les institutions, les fonds et les principaux actionnaires qui ont réduit leurs avoirs ou fermé leurs positions lors de leur dernière période de déclaration. Les lignes rouges indiquent les positions fermées. 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 Mercer Global Advisors Inc /adv 27 122 -36,38 1 097 -31,86
2025-07-14 13F Buska Wealth Management, LLC 29 419 -22,28 1 190 -16,78
2025-08-07 13F Allworth Financial LP 0 -100,00 0
2025-04-15 13F Transform Wealth, LLC 0 -100,00 0
2025-04-08 13F Lantz Financial LLC 0 -100,00 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 39 445 -0,42 1 596 6,62
2025-08-13 13F BCJ Capital Management, LLC 72 408 -0,24 2 930 6,82
2025-08-14 13F Wells Fargo & Company/mn 1 491 -18,57 60 -13,04
2025-07-30 13F Retirement Planning Group 15 792 -16,77 639 -10,89
2025-08-14 13F Colony Group, LLC 172 270 -4,13 6 970 2,68
2025-04-14 13F Range Financial Group LLC 0 -100,00 0
2025-07-30 13F Strategic Blueprint, LLC 8 023 -53,10 325 -49,85
2025-08-14 13F CoreCap Advisors, LLC 126 868 -1,15 5 133 5,88
2025-08-19 13F National Asset Management, Inc. 0 -100,00 0
2025-08-11 13F WPWealth LLP 0 -100,00 0 -100,00
2025-07-31 13F Whipplewood Advisors, LLC 206 -94,09 8 14,29
2025-07-15 13F First City Capital Management, Inc. 51 132 -0,59 2 069 6,43
2025-08-06 13F AE Wealth Management LLC 75 421 -2,29 3 052 4,63
2025-08-11 13F Blue Bell Private Wealth Management, Llc 16 754 -2,27 678 4,64
2025-07-25 13F Atria Wealth Solutions, Inc. 39 677 -31,62 1 606 -26,78
2025-08-01 13F Corrado Advisors, Llc 44 198 -47,12 1 788 -43,36
2025-07-30 13F Brookstone Capital Management 167 787 -16,46 6 789 -10,54
2025-05-08 13F Plante Moran Financial Advisors, LLC 0 -100,00 0
2025-08-01 13F FSA Advisors, Inc. 31 147 -2,66 1 260 4,30
2025-08-04 13F Creative Financial Designs Inc /adv 2 100 -32,69 85 -28,21
2025-07-21 13F Ameriflex Group, Inc. 265 -74,59 11 -74,36
2025-05-06 13F PFG Advisors 0 -100,00 0
2025-08-08 13F Rockefeller Capital Management L.P. 0 -100,00 0
2025-08-11 13F Bellwether Advisors, LLC 64 504 -0,10 2 610 6,97
2025-08-12 13F MAI Capital Management 53 734 -0,30 2 174 6,78
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 32 771 -0,60 1 326 6,43
2025-07-29 13F Chicago Partners Investment Group LLC 8 253 -9,33 339 -1,74
2025-05-15 13F/A Orion Portfolio Solutions, LLC 5 704 -25,23 215 -26,62
2025-08-08 13F Avantax Advisory Services, Inc. 46 033 -2,65 1 862 4,26
2025-08-12 13F Coldstream Capital Management Inc 0 -100,00 0
2025-08-12 13F Ascent Wealth Partners, LLC 240 234 -3,22 9 720 3,64
2025-08-05 13F Tsfg, Llc 0 -100,00 0
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-08-12 13F SRS Capital Advisors, Inc. 14 968 -2,70 606 4,13
2025-08-08 13F Larson Financial Group LLC 0 -100,00 0
2025-05-14 13F Frisch Financial Group, Inc. 0 -100,00 0
2025-08-05 13F Sigma Planning Corp 11 228 -30,48 454 -25,57
2025-07-22 13F Global Strategic Investment Solutions, LLC 47 989 -13,50 1 942 -7,40
2025-07-24 13F Weaver Capital Management LLC 29 024 -0,56 1 174 6,53
2025-08-06 13F Valtinson Bruner Financial Planning LLC 7 509 -10,33 304 -4,11
2025-08-01 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2025-07-23 13F Castle Rock Wealth Management, LLC 18 506 -10,84 760 -3,06
2025-07-28 13F Harbour Investments, Inc. 17 445 -3,62 706 3,22
2025-08-13 13F Cresset Asset Management, LLC 453 282 -2,77 18 340 4,12
2025-08-14 13F Kovitz Investment Group Partners, LLC 240 057 -2,26 9 713 4,67
2025-07-02 13F McAlister, Sweet & Associates, Inc. 121 324 -0,53 4 909 6,51
2025-08-13 13F Continuum Advisory, LLC 32 742 -13,95 1 325 -7,86
2025-04-25 13F Crown Wealth Group, LLC 0 -100,00 0
2025-07-09 13F Keystone Wealth Services, LLC 81 223 -0,15 3 286 6,93
2025-04-01 13F/A Family Wealth Group, LLC 0 -100,00 0 -100,00
2025-07-21 13F DHJJ Financial Advisors, Ltd. 48 962 -1,34 1 981 5,71
2025-08-12 13F Tradition Wealth Management, LLC 60 614 -4,79 2 452 1,95
2025-07-11 13F Cypress Financial Planning Llc 14 307 -15,84 579 -9,97
2025-08-11 13F Outlook Wealth Advisors, LLC 18 479 -0,29 748 6,71
2025-08-14 13F Aqr Capital Management Llc 0 -100,00 0
2025-07-22 13F Miracle Mile Advisors, LLC 205 657 -1,50 8 321 5,48
2025-08-11 13F Capital Square, LLC 0 -100,00 0
2025-04-30 13F Stratos Wealth Advisors, LLC 0 -100,00 0
2025-08-08 13F Altfest L J & Co Inc 13 959 -9,91 565 -3,59
2025-05-20 13F Belpointe Asset Management LLC 0 -100,00 0
2025-07-14 13F Kfg Wealth Management, Llc 88 747 -0,62 3 591 6,43
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 578 566 -0,95 23 4,55
2025-07-30 13F Red Crane Wealth Management, Llc 36 953 -20,50 1 495 -14,86
2025-08-14 13F Alliancebernstein L.p. 2 591 649 -1,36 104 858 5,64
2025-05-15 13F Wolverine Trading, Llc 0 -100,00 0 -100,00
2025-08-05 13F Milestone Asset Management, Llc 15 454 -2,66 625 4,34
2025-07-14 13F Chris Bulman Inc 44 459 -8,71 1 799 -2,23
2025-08-13 13F Capital Analysts, Inc. 10 954 -7,97 0
2025-07-29 13F Koshinski Asset Management, Inc. 8 768 -11,55 355 -5,35
2025-05-01 13F Quest 10 Wealth Builders, Inc. 15 577 -0,37 595 -1,00
2025-08-11 13F HighTower Advisors, LLC 339 082 -36,70 13 719 -32,20
2025-07-18 13F Truist Financial Corp 236 344 -0,16 9 562 6,92
2025-08-08 13F Kingsview Wealth Management, LLC 22 524 -9,51 911 -3,09
2025-05-14 13F CIBC Private Wealth Group, LLC 0 -100,00 0 -100,00
2025-07-10 13F Focus Financial Network, Inc. 18 163 -9,14 735 -2,78
2025-07-31 13F Orion Capital Management LLC 35 255 -3,16 1 426 3,71
2025-07-14 13F Southland Equity Partners LLC 76 056 -1,74 3 077 5,23
2025-07-25 13F Yarger Wealth Strategies, Llc 71 040 -3,26 2 874 3,60
2025-08-19 13F Cape Investment Advisory, Inc. 16 970 -5,56 687 1,18
2025-08-12 13F Wood Tarver Financial Group, LLC 2 514 -5,91 0 -100,00
2025-08-12 13F Steward Partners Investment Advisory, Llc 18 372 -10,32 743 -3,88
2025-07-17 13F City Holding Co 26 406 -2,15 1 068 4,81
2025-08-14 13F Susquehanna International Group, Llp 19 680 -51,36 796 -47,91
2025-08-05 13F Integrity Financial Corp /WA 1 391 -1,21 56 5,66
2025-08-08 13F Cetera Investment Advisers 260 763 -2,27 10 550 4,66
2025-07-10 13F ARS Wealth Advisors Group, LLC 20 544 -9,00 831 -2,46
2025-08-14 13F Two Sigma Securities, Llc 0 -100,00 0
2025-07-24 13F Vantage Point Financial LLC 11 010 -0,09 445 6,97
2025-08-14 13F Royal Bank Of Canada 550 -83,01 22 -82,11
2025-08-14 13F Hrt Financial Lp 0 -100,00 0
2025-07-24 13F IFP Advisors, Inc 17 013 -10,09 688 -3,64
2025-05-12 13F Fmr Llc 0 -100,00 0
2025-07-28 13F RFG Advisory, LLC 30 996 -24,35 1 254 -18,99
2025-05-15 13F Talon Private Wealth, LLC 0 -100,00 0
2025-07-25 13F Mitchell Capital Management Co 6 754 -26,59 277 -20,46
2025-07-15 13F BCS Wealth Management 61 747 -10,15 2 0,00
2025-04-15 13F Integral Investment Advisors, Inc. 0 -100,00 0
2025-08-12 13F Change Path, LLC 25 750 -0,22 1 042 6,88
2025-07-17 13F Clay Northam Wealth Management, LLC 36 060 -0,83 1 459 6,19
2025-08-04 13F Assetmark, Inc 47 -26,56 2 -50,00
2025-07-29 13F Stephens Inc /ar/ 0 -100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 64 521 -50,37 3 -50,00
2025-08-14 13F Old Mission Capital Llc 119 246 -60,10 4 825 -57,27
2025-07-11 13F Farther Finance Advisors, LLC 10 035 -17,64 406 -11,93
2025-07-29 13F BKD Wealth Advisors, LLC 32 455 -7,44 1 313 -0,83
2025-08-01 13F Envestnet Asset Management Inc 398 909 -0,02 15 955 5,85
2025-04-29 13F U.S. Capital Wealth Advisors, LLC 0 -100,00 0
2025-07-28 13F Cornerstone Wealth Group, LLC 31 408 -0,15 1 271 6,90
2025-08-04 13F Pensionmark Financial Group, Llc 6 245 -19,62 253 -13,99
2025-08-14 13F GWM Advisors LLC 20 482 -72,60 829 -70,68
2025-07-31 13F Gill Capital Partners, Llc 107 229 -2,66 4 338 4,25
2025-08-11 13F Principal Securities, Inc. 12 065 -6,61 488 -1,81
2025-08-12 13F Weaver Consulting Group 21 373 -5,68 865 0,93
2025-07-23 13F Columbus Macro, LLC 5 989 -35,69 242 -31,05
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 72 247 -42,93 2 938 -38,58
2025-08-14 13F Benjamin Edwards Inc 19 136 -2,23 774 4,74
2025-07-25 13F Parker Financial LLC 6 138 -12,43 248 -6,06
2025-08-27 13F/A Brinker Capital Investments, LLC 5 666 -0,67 229 6,51
2025-07-22 13F Diligent Investors, LLC 118 243 -0,59 4 784 6,48
2025-08-13 13F Luminist Capital LLC 0 -100,00 0
2025-08-07 13F Sound View Wealth Advisors Group, LLC 7 079 -3,83 286 2,88
2025-07-16 13F John W. Brooker & Co., CPAs 17 140 -62,75 699 -59,78
2025-07-25 13F Lion Street Advisors, LLC 0 -100,00 0
2025-08-08 13F Capital Investment Advisory Services, LLC 102 907 -1,13 4 164 5,87
2025-08-08 13F Foundations Investment Advisors, LLC 30 016 -5,27 1 214 1,42
2025-07-14 13F CRA Financial Services, LLC 82 535 -3,98 3 339 2,83
2025-07-22 13F Beacon Financial Advisory LLC 18 656 -8,89 755 -2,46
2025-07-24 13F Blair William & Co/il 358 968 -22,06 14 524 -16,53
2025-05-07 13F Keystone Financial Group, Inc. 0 -100,00 0
2025-07-09 13F Lineweaver Wealth Advisors, LLC 74 853 -2,24 3 029 4,70
2025-08-13 13F Beacon Pointe Advisors, LLC 172 676 -10,21 6 986 -3,84
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