Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July includ Talon Private Wealth, LLC, Fortune Financial Advisors, LLC, Cornerstone Wealth, LLC/TN, Prossimo Advisors, LLC, Summit Financial, LLC, Private Advisor Group, LLC, Diversify Wealth Management, Llc, Advisor OS, LLC, Integrated Wealth Concepts LLC, LeClair Wealth Partners LLC, Inspire Advisors, LLC, Capstone Triton Financial Group, LLC, Commerce Advisors, LLC, BridgePort Financial Solutions, LLC, TopTier Wealth Management, LLC, PlanVest Financial, Inc, și IAG Wealth Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 72.044 | 96,99 | 3.312 | 94,99 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 15.038 | 7,86 | 691 | 6,80 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 140.610 | 134,71 | 6.464 | 132,40 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 6.342 | 293 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 39.843 | 2,72 | 1.831 | 1,72 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 8.721 | 401 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 73.837 | 17,97 | 3.476 | 19,58 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 7.634 | 0 | ||||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 33.953 | 26,46 | 1.561 | 25,20 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 219.629 | 7,11 | 10.096 | 6,04 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 212.630 | 3,04 | 9.774 | 2,03 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 3.957 | 182 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 112.218 | 26,81 | 5.158 | 25,56 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 8.809 | 405 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 287.524 | 3,04 | 13 | 8,33 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 115.809 | 1,94 | 5.323 | 0,93 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 32.160 | 1.478 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 4.830 | 222 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7.209 | 331 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 4.965 | 228 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 1.117 | 888,50 | 52 | 920,00 | ||||
| 2026-04-15 | 13F | City Holding Co | 5.590 | 0,27 | 257 | -0,78 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 21.530 | 0,86 | 997 | 0,61 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 9.979 | 459 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 142.284 | 24,83 | 6.540 | 23,58 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 39.807 | 1.830 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 8.090 | 386 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 19.757 | 6,33 | 908 | 5,34 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 167.700 | 93,26 | 7.709 | 91,36 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 366.446 | 750,78 | 17.014 | 766,29 | ||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 44.756 | 10,59 | 2.072 | 10,22 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 299 | 14 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 125.786 | 12,88 | 5.782 | 11,77 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 44.770 | 288,39 | 2.058 | 284,49 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6.537 | 0,37 | 300 | -0,66 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 9.848 | 11,04 | 453 | |||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 64.351 | 8,31 | 2.958 | 7,25 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 33.811 | 0,01 | 1.554 | 77.600,00 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 22.248 | 1.064 | ||||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 12.024 | 15,06 | 553 | 13,81 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 61.166 | 0,45 | 2.812 | -0,57 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 110.664 | 5.087 | ||||||
| 2026-05-12 | 13F | Creative Planning | 18.325 | 842 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 19.725 | 31,40 | 907 | 30,17 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1.419.362 | 6,00 | 65 | 4,84 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 456.099 | 11,08 | 20.966 | 9,97 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 28.762 | 1.322 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 6.671 | 307 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 8.026 | 369 | ||||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 11.950 | 22,40 | 549 | 21,19 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1.506 | 69 | ||||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 74 | 3 | ||||||
| 2026-04-29 | 13F | Prossimo Advisors, LLC | 21.554 | 991 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 89.937 | 19,29 | 4.134 | 18,11 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 16.502 | 1,31 | 759 | 0,26 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 7.120 | 327 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 39.606 | 335,57 | 1.821 | 331,28 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 25.549 | 10,88 | 1.174 | 9,82 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5.831 | 3,42 | 268 | 2,68 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 70.045 | 0,63 | 3.220 | -0,37 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 5.825 | 268 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 28.294 | 19,99 | 1.301 | 18,83 |
