Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Innovator ETFs Trust - Innovator Power Buffer Step-Up Strategy ETF termasuk Evolution Wealth Management Inc., AE Wealth Management LLC, dan Capital Investment Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 30,823 | 1.55 | 1,029 | 7.87 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 6,154 | 205 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 36,251 | 18.32 | 1,225 | 27.34 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 8,875 | 15.39 | 301 | 24.38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 214,735 | 5.18 | 7,166 | 11.78 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 138,506 | 11.85 | 5 | 33.33 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 225,910 | 24.10 | 7,539 | 31.87 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 599,871 | 3.70 | 20,020 | 10.20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 117,029 | 10.71 | 3,906 | 17.66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 36,662 | 1,224 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 211,093 | 0.28 | 7,045 | 6.57 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 366,346 | 35.30 | 12 | 50.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 32,340 | 5.01 | 1,079 | 11.58 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,839 | 61 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 39,737 | 4.39 | 1,326 | 10.96 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7,897 | 264 |
