Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September termasuk We Are One Seven, LLC, Merit Financial Group, LLC, Hengehold Capital Management Llc, Creative Planning, Centaurus Financial, Inc., Mma Asset Management Llc, PFS Partners, LLC, SJS Investment Consulting Inc., dan Winnow Wealth 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Merit Financial Group, LLC | 8,377 | 343 | ||||||
2025-08-12 | 13F | Change Path, LLC | 54,620 | 5.05 | 2,233 | 11.82 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 205,041 | 0.10 | 8,384 | 6.56 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 5,085 | 208 | ||||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 179,868 | 6.09 | 7,355 | 12.95 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9,734 | 7.29 | 398 | 14.37 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 49,467 | 0.15 | 2,023 | 6.59 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 1,677 | 1.21 | 69 | 7.94 | ||||
2025-08-14 | 13F/A | Barclays Plc | 4,928 | 168.85 | 0 | |||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 40,405 | 3.18 | 1,652 | 9.84 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 1,300 | 53 | ||||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 3,106 | 25.85 | 127 | 35.11 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 205 | 8 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 338,746 | 6.17 | 13,851 | 13.02 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 301 | 12 | ||||||
2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,252,721 | 12.40 | 47,979 | 8.41 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 323,809 | 16.93 | 13,241 | 24.47 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 13,301 | 544 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 12,527 | 1.20 | 512 | 8.94 | ||||
2025-08-08 | 13F | Creative Planning | 4,893 | 200 | ||||||
2025-08-14 | 13F | UBS Group AG | 52,920 | 291.13 | 2,164 | 316.76 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 12,458 | 509 | ||||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 240,622 | 0.77 | 9,839 | 7.28 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 21,078 | 12.09 | 862 | 19.25 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 162,016 | 2.88 | 6,625 | 9.52 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 500 | 20 | ||||||
2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 3,866 | 15.16 | 151 | 17.97 | ||||
2025-08-06 | 13F | Penserra Capital Management LLC | 1,433,715 | 15.78 | 59 | 23.40 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 4,459 | 0 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 31,677 | 1,295 | ||||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 329 | 13 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17,580 | 2.40 | 719 | 8.95 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 30,844 | 189.15 | 1,261 | 208.31 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 25,640 | 9.04 | 1,048 | 16.06 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 11,479 | 9.54 | 469 | 16.67 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 40,539 | 3.86 | 1,658 | 10.54 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 86,635 | 73.57 | 3,543 | 84.77 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 122,394 | 190.57 | 5 | 400.00 |