Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Innovator ETFs Trust - Innovator U.S. Equity Accelerated 9 Buffer ETF - April termasuk Stuart Chaussee & Associates, Inc., Gradient Investments LLC, TFAZX - TFA Tactical Income Fund Class I, Brown Financial Advisors, Fisher Asset Management, LLC, Mattson Financial Services, LLC, Paladin Wealth, LLC, dan Orion Portfolio Solutions, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 6,530 | 27.34 | 240 | 33.52 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16,988 | 5.89 | 1 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 26,015 | 20.41 | 956 | 26.66 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 42,548 | 19.36 | 1,563 | 25.64 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 121,755 | 42.70 | 4,473 | 50.20 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 43,625 | 1,603 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 818 | 1.61 | 30 | 7.14 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 13,361 | 434.44 | 491 | 463.22 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,351 | 69.72 | 50 | 81.48 | ||||
2025-08-15 | 13F | Brown Financial Advisors | 14,528 | 534 | ||||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 964 | 35 | ||||||
2025-07-08 | 13F | Gradient Investments LLC | 1,249,798 | 45,918 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 19,860 | 37.64 | 730 | 44.93 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 11,900 | 437 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8,592 | 300 | ||||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 12,439 | 457 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,500 | 25.48 | 222 | 22.78 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1,548,569 | 7.74 | 56,894 | 14.73 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 25,914 | 19.12 | 952 | 25.43 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 1,424,118 | 52,322 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 30,492 | 254.89 | 1,120 | 274.58 | ||||
2025-08-07 | 13F | Encompass More Asset Management | 38,570 | 18.70 | 1,417 | 24.96 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 250 | 25.00 | 9 | 50.00 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 12,186 | 448 | ||||||
2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 32,639 | 1,199 | ||||||
2025-07-25 | 13F | Cwm, Llc | 26,284 | 7.28 | 1 |