Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March termasuk Talon Private Wealth, LLC, WealthPlan Investment Management, LLC, WealthPLAN Partners, LLC, Tableaux Llc, Gries Financial Llc, CRA Financial Services, LLC, Arkadios Wealth Advisors, Garden State Investment Advisory Services LLC, LaSalle St. Investment Advisors, LLC, dan Farther Finance Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 63,970 | 2,406 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 18,521 | 1.91 | 697 | 7.74 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 54,703 | 8.61 | 2,057 | 14.92 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,071 | 37.84 | 40 | 48.15 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10,279 | 387 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 38,473 | 8.75 | 1,447 | 15.04 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 68,910 | 2.74 | 2,592 | 8.68 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 908,363 | 34,164 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 353 | 0 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 30,475 | 8.84 | 1,146 | 15.18 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16,525 | 18.04 | 1 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1,554,378 | 6,228.13 | 58,460 | 6,596.45 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21,490 | 5.14 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Gries Financial Llc | 16,500 | 621 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16,629 | 112.02 | 625 | 124.82 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 23,823 | 2.29 | 896 | 8.22 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 149,328 | 14.10 | 5,616 | 20.72 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 195,982 | 2,497.16 | 7,371 | 2,650.00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,533 | 208 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 92,856 | 10.77 | 3 | 50.00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14,209 | 3.78 | 534 | 9.88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15,519 | 48.89 | 584 | 57.57 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 23,403 | 0.65 | 1 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5,550 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 65,998 | 126.02 | 2,482 | 139.11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16,569 | 129.68 | 1 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 9,100 | 342 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 30,823 | 0.46 | 1,159 | 6.33 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 135,566 | 9.61 | 5,099 | 15.76 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,166 | 81 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 59,498 | 2,238 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 89,170 | 10.07 | 3,354 | 16.46 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 19,097 | 7.63 | 1 | -100.00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 234,182 | 8,808 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 13,010 | 489 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 62,936 | 3,151 |
