Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - December termasuk SageView Advisory Group, LLC, dan Seros Financial, LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Brookstone Capital Management | 631,930 | 6.13 | 28,538 | 14.51 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 50,458 | 10.05 | 2,279 | 18.71 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 4,616 | 208 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 67,163 | 0.99 | 3,033 | 8.98 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 411,863 | 5.19 | 17,129 | -0.45 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 84,309 | 193.47 | 3,807 | 216.72 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1,232 | 56 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 3,832 | 88.58 | 173 | 103.53 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 22,034 | 2.48 | 995 | 10.68 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 74,373 | 0.06 | 3,359 | 7.94 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,559 | 31.15 | 296 | 37.67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 37,004 | 13.36 | 1,671 | 22.33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12,876 | 581 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 7,100 | 0.01 | 321 | 7.74 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4,774 | 216 | ||||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 17,857 | 1.08 | 806 | 9.07 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9,922 | 448 | ||||||
| 2025-07-21 | 13F | Seros Financial, LLC | 4,577 | 207 | ||||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 3,008 | 902.67 | 136 | 1,025.00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5,555 | 256 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22,907 | 1.00 | 1,034 | 8.96 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 22,442 | 7.37 | 1,013 | 15.90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 232,536 | 22.20 | 10,501 | 31.84 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,979 | 686.02 | 128 | 753.33 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 30,544 | 1.86 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 26,382 | 0.14 | 1,191 | 8.08 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2,800 | 300.00 | 126 | 334.48 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6,474 | 0.95 | 292 | 8.96 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,351 | 17.55 | 106 | 27.71 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 9,347 | 18.33 | 422 | 27.88 |
