Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January includ VanWeelden Wealth Management, LLC, Advisor OS, LLC, Cornerstone Wealth, LLC/TN, Retirement Guys Formula Llc, TrustBank, NewEdge Wealth, LLC, Financial Solutions Advisory Group, Inc., Creative Planning, Gill Capital Partners, Llc, MAI Capital Management, Farther Finance Advisors, LLC, IFG Advisory, LLC, și Sound Income Strategies, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Truist Financial Corp | 52.041 | 15,15 | 2.171 | 16,03 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 118.450 | 2,28 | 4.942 | 3,02 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 33.560 | 10,84 | 1.400 | 11,64 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 160.124 | 55,04 | 6.681 | 56,18 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 615.077 | 117,49 | 25.662 | 119,09 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 7.277 | 19,71 | 304 | 20,72 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 9.252 | 103,07 | 386 | 105,32 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 105.743 | 0,91 | 4.412 | 1,64 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 25.872 | 8.524,00 | 1.079 | 8.891,67 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 8.986 | 24,30 | 375 | 25,08 | ||||
| 2026-04-28 | 13F | Investment Management Corp /va/ /adv | 51.739 | 0,84 | 2.159 | 1,55 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 21.465 | 17,28 | 896 | 18,07 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6.469 | 4,41 | 270 | 5,08 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 4.177 | 174 | ||||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 6.604 | 276 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 978 | 41 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 1.765 | 74 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 27.106 | 18,24 | 1.163 | 22,55 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 30.817 | 0,38 | 1 | 0,00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 12.860 | 8,58 | 537 | 9,39 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5.232 | 6,60 | 218 | 7,39 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 12.802 | 1,17 | 534 | 1,91 | ||||
| 2026-05-12 | 13F | VanWeelden Wealth Management, LLC | 24.434 | 1.019 | ||||||
| 2026-05-15 | 13F | Weaver Consulting Group | 33.254 | 16,69 | 1.387 | 17,54 | ||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 113.217 | 1,96 | 4.757 | 3,44 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 5.637 | 235 | ||||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 18.925 | 21,46 | 790 | 22,33 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 472.994 | 8,56 | 19.734 | 9,35 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 29.765 | 62,96 | 1 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 77.086 | 5,03 | 3.216 | 5,79 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 25.732 | 0,36 | 1.074 | 1,04 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 15.992 | 6,67 | 16 | -97,58 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.745 | 6,70 | 156 | 7,59 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 26.910 | 11,38 | 1.123 | 12,20 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 27.009 | 3,86 | 1.127 | 4,55 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 13.518 | 564 | ||||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 47.935 | 27,47 | 2.000 | 28,39 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 19.589 | 859 | ||||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 7.933 | 331 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.083 | 160,34 | 45 | 164,71 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 16.550 | 72,25 | 690 | 73,80 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 10.730 | 1,51 | 448 | 2,29 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 9.427 | 1,62 | 393 | 2,34 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 96 | 4 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 43.682 | 147,28 | 1.822 | 149,25 | ||||
| 2026-05-04 | 13F | TrustBank | 8.705 | 363 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 5.165 | 215 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 89.675 | 0,11 | 3.741 | 0,84 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 29.111 | 1,31 | 1.215 | 2,02 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 10.485 | 2,24 | 437 | 3,07 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 36.576 | 3,25 | 1.526 | 4,02 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 230 | 10 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 36.066 | 2,39 | 1.505 | 3,16 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 62.861 | 0,39 | 2.623 | 1,12 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 18.762 | 131,63 | 783 | 133,43 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 20.836 | 869 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 5.903 | 16,43 | 246 | 3,36 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 6.842 | 285 | ||||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 6.875 | 37,20 | 287 | 38,16 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 13.579 | 15,93 | 567 | 16,70 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 177.539 | 46,12 | 7.407 | 47,20 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 15.326 | 15,17 | 639 | 15,97 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 221.463 | 2,78 | 9.240 | 3,53 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 12.709 | 530 | ||||||
| 2026-05-12 | 13F | Creative Planning | 5.273 | 220 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 167.247 | 13,33 | 6.978 | 14,15 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 770 | 32 |
