Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October includ Cornerstone Wealth, LLC/TN, Creative Planning, Envision Financial Transparency, LLC, Advisor OS, LLC, LeClair Wealth Partners LLC, Hidden Cove Wealth Management, LLC, Integrated Wealth Concepts LLC, Inspire Advisors, LLC, PlanVest Financial, Inc, Capstone Triton Financial Group, LLC, TopTier Wealth Management, LLC, Wellington Grp LLC, Tucker Asset Management Llc, și Capital Advisor Network 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 8.349 | 360 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 6.931 | 2,39 | 299 | 0,34 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 6.265 | 6,31 | 270 | 4,65 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 55.118 | 20,91 | 2.376 | 18,68 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 74.859 | 19,05 | 3.309 | 19,81 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 4.782 | 0,08 | 206 | -1,44 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 42.162 | 2,68 | 1.818 | 0,78 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 5.071 | 221 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 6.904 | 298 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 8.414 | 0,55 | 363 | -1,36 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 35.291 | 21,26 | 1.521 | 19,01 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 45.195 | 26,07 | 1.948 | 23,76 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 23.253 | 47,45 | 1.002 | 44,80 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 89.951 | 16,34 | 3.878 | 14,20 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7.393 | 319 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 62.248 | 15,75 | 2.684 | 13,64 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 109.935 | 0,06 | 5 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 254.520 | 20,03 | 10.972 | 17,81 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 9.205 | 76,65 | 397 | 73,68 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 27.239 | 1,60 | 1.174 | -0,25 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 280.834 | 3,74 | 12 | 9,09 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 518 | 8,37 | 22 | 10,00 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 6.000 | 259 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 14.927 | 32,78 | 656 | 35,33 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 146.583 | 26,44 | 6.319 | 24,12 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 3.994 | 172 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 424.039 | 206,64 | 18.624 | 212,47 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 190.888 | 120,27 | 8.229 | 116,21 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 181.597 | 8.215 | ||||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 58.223 | 47,59 | 2.526 | 45,79 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 11.073 | 477 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 627 | 27 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 6.041 | 16,26 | 260 | 14,04 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 12.630 | 544 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 4.908 | 212 | ||||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 51.407 | 1,08 | 2.216 | 110.700,00 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 11.633 | 501 | ||||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 144.195 | 6.216 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 210.695 | 21,94 | 9.083 | 19,70 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 11.337 | 4,83 | 489 | 2,95 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 11.953 | 46,57 | 525 | 49,29 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1.502.834 | 6,00 | 65 | 3,23 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 585.699 | 28,86 | 25.249 | 26,49 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 26.493 | 7,95 | 1.142 | 6,04 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 6.916 | 0,13 | 298 | -1,65 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 13.389 | 2,17 | 577 | 0,35 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 9.330 | 58,65 | 402 | 55,81 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 17.319 | 0,99 | 747 | -0,93 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 13.220 | 1 | ||||||
| 2026-05-12 | 13F | Creative Planning | 15.596 | 672 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 24.474 | 4,55 | 1.055 | 2,63 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 6.583 | 284 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 5.525 | 238 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 116.840 | 25,67 | 5.037 | 23,34 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 781.573 | 18,56 | 34.327 | 122.492,86 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 67.864 | 96,58 | 2.926 | 92,94 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 11.049 | 8,07 | 476 | 6,01 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 385 | 17 | ||||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 166 | 7 |
