Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF includ Balance Wealth, LLC, Atria Investments Llc, Morgan Stanley, Mml Investors Services, Llc, Pensionmark Financial Group, Llc, Wealth Enhancement Advisory Services, Llc, Financial Solutions Advisory Group, Inc., Merit Financial Group, LLC, Range Financial Group LLC, Journey Retirement Planning & Investment Management Llc, Ausdal Financial Partners, Inc., Advyzon Investment Management, LLC, Inspire Advisors, LLC, NewCorp Financial Services, Inc., Vantage Point Financial LLC, AE Wealth Management LLC, Legacy Wealth Managment, LLC/ID, Sound Income Strategies, LLC, Red Reef Advisors Llc, și UBS Group AG .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 22.315 | 589 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15.732 | 16,65 | 415 | 14,68 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 173.818 | 2,98 | 4.582 | 1,15 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 70.318 | 2.839,72 | 1.854 | 2.796,88 | ||||
| 2026-04-23 | 13F | NewCorp Financial Services, Inc. | 11.263 | 297 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1.389 | 37 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 37.451 | 1,40 | 990 | -0,90 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 18.299 | 482 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 47.853 | 1,93 | 1.261 | 0,16 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 20.565 | 88,26 | 542 | 84,35 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 24.525 | 646 | ||||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 14.169 | 373 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 446.576 | 316,32 | 11.772 | 588.450,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6.704 | 177 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 280.589 | 103,46 | 7.396 | 99,89 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 37.390 | 17,53 | 986 | 15,47 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 192.402 | 8,84 | 5.072 | 6,92 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 12.223 | 322 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 194.160 | 640,08 | 5.118 | 626,99 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 35.423 | 40,09 | 934 | 37,61 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 18.936 | 499 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 192.340 | 306,88 | 5.070 | 299,84 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 6.601 | 174 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 12.857 | 25,10 | 339 | 22,02 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 35.544 | 937 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 607 | 16 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 13.148 | 347 | ||||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 4.140 | 109 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4.353 | 115 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 34.309 | 904 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 10.544 | 36,65 | 278 | 33,82 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 273.585 | 73,46 | 7.212 | 70,39 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 95.511 | 8,35 | 2.518 | 6,43 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 135.875 | 4,15 | 3.582 | 2,31 | ||||
| 2026-04-30 | 13F | Range Financial Group LLC | 16.222 | 428 | ||||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 150.758 | 3.974 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 17.541 | 462 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 65.607 | 195,30 | 1.729 | 190,10 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 50.268 | 47,33 | 1.325 | 44,97 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 110.968 | 311,94 | 3 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 29.402 | 237,37 | 775 | 232,62 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 12.930 | 341 | ||||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 9.741 | 257 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 26.355 | 695 |
