Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April meliputi Berkshire Money Management, Inc., Onyx Bridge Wealth Group LLC, Ambassador Advisors, LLC, Merit Financial Group, LLC, Helium Advisors LLC, Collaborative Wealth Managment Inc., WorthPointe, LLC, Phoenix Holdings Ltd., dan Blue Bell Private Wealth Management, Llc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | LPL Financial LLC | 51,146 | 28.91 | 1,656 | 35.29 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 11,222 | 363 | ||||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 15,459 | 5.51 | 501 | 4.38 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 29,566 | 18.35 | 958 | 24.29 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 9,452 | 306 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 16,829 | 545 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 27,843 | 912 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 6,123 | 40.89 | 198 | 47.76 | ||||
2025-07-18 | 13F | Truist Financial Corp | 16,500 | 0.65 | 534 | 5.74 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 43,552 | 26.07 | 1 | -99.91 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 29,093 | 0.87 | 1 | |||||
2025-07-22 | 13F | Berger Financial Group, Inc | 27,934 | 174.05 | 905 | 187.90 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 4,221 | 25.96 | 137 | 32.04 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 6,456 | 209 | ||||||
2025-07-16 | 13F | PFS Partners, LLC | 23,363 | 4.76 | 757 | 10.04 | ||||
2025-08-07 | 13F | David R. Rahn & Associates Inc. | 92,851 | 3,007 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 513,384 | 222.77 | 16,626 | 238.89 | ||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 103,688 | 360.45 | 3,358 | 383.72 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 98,604 | 55.48 | 3,193 | 63.24 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1,124 | 36 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 25,704 | 14.40 | 832 | 20.06 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 25,905 | 839 | ||||||
2025-08-08 | 13F | Wealth Alliance | 23,639 | 5.78 | 766 | 11.03 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 53,652 | 14.86 | 1,738 | 20.54 | ||||
2025-07-29 | 13F | Straight Path Wealth Management | 15,184 | 1.57 | 492 | 6.51 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9,457 | 12.24 | 310 | 19.69 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 69,797 | 57.51 | 2,260 | 65.33 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 9,504 | 308 | ||||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 62,729 | 2,032 | ||||||
2025-08-05 | 13F | WorthPointe, LLC | 9,178 | 297 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 36,835 | 10.29 | 1,193 | 15.73 | ||||
2025-07-25 | 13F | Cwm, Llc | 43,749 | 2.75 | 1 | 0.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 130,446 | 34.62 | 4,225 | 41.32 | ||||
2025-07-15 | 13F | BCS Wealth Management | 14,231 | 20.41 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 6,593 | 0.78 | 214 | 5.97 | ||||
2025-08-14 | 13F | Acas, Llc | 18,039 | 7.06 | 604 | 17.09 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 101,740 | 3,295 | ||||||
2025-08-12 | 13F | Weaver Consulting Group | 23,962 | 2.38 | 776 | 7.48 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 5,065 | 13.85 | 164 | 19.71 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 22,806 | 0.82 | 746 | 6.89 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 17,745 | 6.65 | 575 | 11.89 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 23,782 | 1.49 | 770 | 6.65 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 19,480 | 631 | ||||||
2025-08-06 | 13F | Founders Financial Securities Llc | 18,233 | 31.99 | 590 | 39.81 | ||||
2025-07-30 | 13F | Phoenix Holdings Ltd. | 6,750 | 218 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 9,027 | 0.85 | 292 | 5.80 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 454,632 | 14,724 | ||||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8,913 | 10.04 | 0 | |||||
2025-08-12 | 13F | BlackRock, Inc. | 1,657 | 54 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 186,856 | 82.45 | 6,051 | 91.52 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 81,890 | 0.27 | 2,652 | 5.28 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 65,499 | 40.46 | 2,162 | 50.35 |