Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - January, to m.in Brinker Capital Investments, LLC, Atria Investments Llc, Cliftonlarsonallen Wealth Advisors, Llc, DAVENPORT & Co LLC, D.B. Root & Company, LLC, Foundations Investment Advisors, LLC, Dynamic Advisor Solutions LLC, IMG Wealth Management, Inc., Keystone Wealth Services, LLC, Ashton Thomas Private Wealth, LLC, PlanVest Financial, Inc, i Nbc Securities, Inc. .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 101 980 | 14,94 | 5 439 | 11,34 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 10 946 | 127,66 | 584 | 120,83 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 947 | 51 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 7 | |||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 19 747 | 1 053 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2 663 | 142 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 13 814 | 13,36 | 786 | 16,27 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 29 621 | 1 580 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 11 978 | 639 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 42 446 | 6,69 | 2 264 | 3,33 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 19 833 | 1 058 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 24 866 | 75,08 | 1 326 | 69,78 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 42 035 | 0,42 | 2 242 | -2,73 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 4 799 | 256 | ||||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 234 460 | 12 504 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 6 365 | 11,86 | 339 | 8,31 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 8 497 | 2,92 | 453 | -0,22 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 739 | 39 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 10 757 | 574 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 16 920 | 902 | ||||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 12 904 | 19,42 | 688 | 15,82 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 5 795 | 309 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 6 672 | 356 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 20 915 | 2,04 | 1 115 | -1,15 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 87 330 | 18,20 | 4 657 | 14,51 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 518 | 28 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 21 415 | 75,10 | 1 142 | 69,69 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 18 841 | 30,23 | 1 005 | 26,13 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 5 450 | 10,10 | 291 | 6,62 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 72 477 | 23,48 | 3 865 | 19,62 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 44 380 | 8,99 | 2 367 | 5,58 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 8 263 | 30,62 | 441 | 26,44 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 10 538 | 562 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 632 517 | 2 019,41 | 33 732 | 1 953,07 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 12 391 | 22,55 | 661 | 18,71 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 70 881 | 3 780 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 88 296 | 39,72 | 4 709 | 35,33 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 29 329 | 1,23 | 1 564 | -1,94 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 18 463 | 3,60 | 1 | |||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 3 812 | 203 | ||||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 378 287 | 11,11 | 20 | 11,11 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 9 878 | 17,60 | 527 | 13,85 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 84 977 | 1,98 | 4 532 | -1,22 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 137 995 | 4,71 | 7 359 | 1,43 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 4 806 | 256 | ||||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 58 788 | 0,87 | 3 135 | -2,28 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 265 894 | 1,11 | 14 180 | -2,05 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 142 534 | 6,91 | 7 601 | 3,57 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 159 458 | 0,29 | 8 504 | -2,86 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 395 548 | 2,83 | 21 095 | -0,39 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 128 839 | 4,37 | 6 871 | 1,10 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 42 451 | 23,87 | 2 264 | 19,99 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 13 126 | 1,41 | 700 | -1,69 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 60 148 | 98,58 | 3 208 | 92,38 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 11 143 | 594 | ||||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 14 604 | 0,95 | 779 | -2,26 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 11 817 | 630 | ||||||
| 2026-04-13 | 13F | Chris Bulman Inc | 14 477 | 239,60 | 772 | 229,91 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 4 451 | 2,35 | 237 | -0,84 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 65 916 | 6,32 | 3 515 | 2,99 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 8 430 | 450 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5 081 | 7,13 | 271 | 3,45 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5 928 | 12,08 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 9 014 | 481 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4 366 | 17,18 | 233 | 13,17 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 5 190 | 181,45 | 277 | 173,27 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 9 243 | 37,10 | 493 | 32,61 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 23 919 | 1 276 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 127 | 7 | ||||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 11 881 | 41,26 | 634 | 36,72 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 13 720 | 13,81 | 755 | 18,15 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 11 010 | 6,88 | 587 | 3,53 |
