Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May termasuk WPWealth LLP, Phoenix Holdings Ltd., Belpointe Asset Management LLC, Merit Financial Group, LLC, We Are One Seven, LLC, Catalina Capital Group, LLC, Cresset Asset Management, LLC, Optima Capital Llc, Riverchase Wealth Management, Llc, Luminist Capital LLC, NWF Advisory Services Inc., Wedbush Securities Inc, dan Centaurus Financial, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 49,548 | 15.15 | 1,872 | 21.56 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 68,611 | 33.51 | 2,593 | 40.95 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 38,314 | 13.07 | 1,448 | 19.29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 507,341 | 26.67 | 19,172 | 33.70 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 82,988 | 8.18 | 3 | 50.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 140,998 | 60.90 | 5,328 | 69.84 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 58,076 | 2,219 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 495,679 | 20.67 | 18,727 | 27.35 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 350 | 13 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 27,900 | 3.33 | 1,054 | 9.11 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13,112 | 28.90 | 495 | 35.99 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 15,722 | 594 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,546,071 | 14.08 | 58 | 20.83 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10,741 | 406 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 151,720 | 6.72 | 5,733 | 12.65 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 94,641 | 88.41 | 3,576 | 98.89 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3,546,015 | 28.17 | 133,998 | 35.29 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 6,980 | 10.97 | 264 | 16.89 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 143,534 | 4.69 | 5,424 | 10.49 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 38,296 | 5.76 | 1,447 | 11.65 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 36,332 | 8.74 | 1,373 | 14.72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 48,632 | 0.95 | 1,838 | 6.55 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 255,323 | 5.30 | 9,648 | 11.15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 134,808 | 44.51 | 5,094 | 52.56 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 6,109 | 0.21 | 231 | 5.50 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5,640 | 0 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,350,903 | 10.76 | 48,457 | 9.41 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 31,105 | 29.21 | 1,175 | 36.47 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 411,419 | 24.18 | 16 | 36.36 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5,266 | 1,495.76 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 17,996 | 680 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 9,676 | 366 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 77,548 | 100.68 | 2,930 | 111.86 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 116,746 | 8.93 | 4,412 | 14.96 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 11,582 | 147.90 | 438 | 161.68 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 64,602 | 1.69 | 2 | -99.91 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 4,221 | 246.84 | 160 | 269.77 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 17,001 | 3.44 | 1 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 170,580 | 239.11 | 6,456 | 258.67 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 69,283 | 21.51 | 2,618 | 28.27 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 115,406 | 85.50 | 4,361 | 95.82 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 231,771 | 42.97 | 8,758 | 50.92 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 11,334 | 16.99 | 428 | 23.70 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 14,644 | 20.06 | 553 | 26.83 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 78,219 | 161.23 | 2,956 | 175.91 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15,196 | 574 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 11,026 | 29.79 | 417 | 36.84 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 258,367 | 10.80 | 9,763 | 16.96 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18,500 | 20.92 | 699 | 27.79 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 14,361 | 543 | ||||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 68,287 | 25.42 | 2,580 | 32.38 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 25,139 | 39.36 | 950 | 47.13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,549 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 465 | 167.24 | 18 | 183.33 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6,193 | 234 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8,776 | 14.38 | 332 | 20.80 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 102,713 | 13.60 | 3,881 | 19.93 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 25,105 | 124.85 | 949 | 137.59 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15,123 | 52.22 | 571 | 60.85 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 12,609 | 17.56 | 476 | 24.28 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 49,594 | 459.37 | 1,874 | 491.17 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 8,643 | 12.64 | 327 | 18.98 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 11,546 | 0.22 | 436 | 5.83 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9,990 | 33.82 | 378 | 41.20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 152,722 | 128.87 | 5,771 | 141.67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,594 | 60.19 | 363 | 69.16 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 58,967 | 15.57 | 2,228 | 22.02 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13,706 | 0.73 | 518 | 6.16 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 197,799 | 0.30 | 7,474 | 5.86 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 15,687 | 26.18 | 593 | 33.03 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 303,092 | 30.89 | 11,453 | 38.17 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 59,011 | 107.73 | 2,230 | 119.17 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 31,480 | 16.27 | 1,190 | 22.70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 9,619 | 363 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 30,104 | 1,138 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 720 | 27 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 55,038 | 10.88 | 2,080 | 16.99 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 6,734 | 6.58 | 0 | |||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 21,008 | 61.50 | 794 | 70.54 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6,575 | 6.95 | 248 | 12.73 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 7,546 | 18.91 | 285 | 25.55 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77,621 | 17.56 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 153,864 | 5,814 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 65,175 | 2,462 | ||||||
| 2025-08-13 | 13F | Luminist Capital LLC | 7,437 | 281 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 6,700 | 240 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7,542 | 288 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8,917 | 0 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 108,604 | 4.29 | 4,104 | 10.09 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 10,723 | 405 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 23,992 | 12.63 | 907 | 18.90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 70,161 | 208.40 | 3 | |||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 125,237 | 4,732 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 37,147 | 0.55 | 1,404 | 6.13 |
