Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January includ VanWeelden Wealth Management, LLC, BXM Wealth LLC, Creative Planning, Occidental Asset Management, LLC, Capital Investment Advisors, LLC, Fiduciary Financial Group, Llc, TopTier Wealth Management, LLC, Legacy Wealth Managment, LLC/ID, Sound Income Strategies, LLC, AdvisorNet Financial, Inc, și Assetmark, Inc .
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.
Faceți upgrade pentru a debloca datele premium.
| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 2.886 | 392,49 | 123 | 388,00 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 12.220 | 10,37 | 541 | 12,47 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 9.879 | 91,83 | 420 | 88,74 | ||||
| 2026-05-12 | 13F | Creative Planning | 9.761 | 415 | ||||||
| 2026-05-15 | 13F | JT Stratford LLC | 29.304 | 71,34 | 1.246 | 68,47 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 300 | 13 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 10.730 | 4,65 | 456 | 2,93 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 53.875 | 7,67 | 2.290 | 5,82 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 50.126 | 10,34 | 2.131 | 8,40 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 7.439 | 316 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 12.048 | 79,87 | 512 | 77,16 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 48.267 | 0,18 | 2.052 | -1,58 | ||||
| 2026-05-08 | 13F | Campbell Deegan Wealth Management, LLC | 150.463 | 84,95 | 6.396 | 81,76 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 23.466 | 998 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2.081 | 88 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 114.197 | 0,99 | 4.854 | 121.250,00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 35.839 | 64,29 | 1.524 | 61,51 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 21.520 | 46,65 | 915 | 44,16 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.076 | 46 | ||||||
| 2026-05-12 | 13F | VanWeelden Wealth Management, LLC | 135.247 | 5.749 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 145 | 6 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 5.008 | 213 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2.907 | 7,43 | 124 | 5,13 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 49.143 | 2.089 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 202.561 | 278,53 | 8.611 | 272,08 | ||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 2.766 | -3,19 | |||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 18.984 | 6,21 | 1 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 57.090 | 6,70 | 2.427 | 4,84 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 5.800 | 247 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 25.100 | 18,96 | 1.067 | 17,00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 12.733 | 541 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10.145 | 67,38 | 439 | 71,76 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 8.614 | 366 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 89.049 | 23,19 | 3.785 | 21,08 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 629 | 139,16 | 27 | 136,36 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 55.195 | 2.346 | ||||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 4.608 | 196 | ||||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 24.384 | 90,14 | 1.037 | 87,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 43.325 | 9,80 | 2 | 0,00 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 109.767 | 1,18 | 4.666 | -0,58 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 370 | 37,04 | 16 | 36,36 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 120.042 | 18,17 | 5.103 | 16,11 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1.602 | 68 | ||||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 5.757 | 4,18 | 245 | 2,09 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 142.190 | 5,68 | 6.044 | 3,85 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 4.567 | 22,87 | 194 | 21,25 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 2.555 | 6,37 | 109 | 4,85 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 39.437 | 131,56 | 1.676 | 127,72 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 20.159 | 1.807,19 | 857 | 1.802,22 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 30.023 | 83,69 | 1.276 | 80,48 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 5.356 | 81,68 | 228 | 78,74 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 46 | 2 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 7.623 | 11,30 | 324 | 9,46 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 6.604 | 14,34 | 281 | 12,45 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 410.090 | 5,47 | 17.523 | 3,23 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 10.192 | 36,04 | 433 | 33,64 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 24.425 | 16,78 | 1.038 | 14,82 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 77.062 | 92,58 | 3.276 | 89,20 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.457 | 4,90 | 62 | 1,67 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1.519.749 | 1.573,82 | 64.605 | 1.545,12 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 9.472 | 9,83 | 403 | 7,77 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 22.860 | 0,26 | 972 | -1,52 |
