UDEC / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December - Kepemilikan Institusional - Pembeli

Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December
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Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December meliputi Richard P Slaughter Associates Inc, Family Legacy Financial Solutions, LLC, Sigma Planning Corp, Kestra Private Wealth Services, Llc, Founders Financial Securities Llc, Nations Financial Group Inc, /ia/ /adv, Centaurus Financial, Inc., Old Port Advisors, Wedbush Securities Inc, Buckingham Strategic Partners, Advance Capital Management, Inc., Catalina Capital Group, LLC, WPWealth LLP, Great Valley Advisor Group, Inc., Hrt Financial Lp, Evolution Wealth Management Inc., Tableaux Llc, dan Assetmark, Inc .

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
(%)
2025-07-30 13F Brookstone Capital Management 2,401,201 1.43 87,500 7.76
2025-08-15 13F Kestra Advisory Services, LLC 131,319 2.52 4,785 8.92
2025-07-22 13F MBL Wealth, LLC 48,422 30.93 1,764 39.12
2025-08-06 13F Wedbush Securities Inc 16,027 1
2025-07-08 13F Richard P Slaughter Associates Inc 376,720 13,728
2025-08-29 13F Evolution Wealth Management Inc. 5,293 193
2025-07-10 13F Family Legacy Financial Solutions, LLC 181,756 6,623
2025-08-06 13F Commonwealth Equity Services, Llc 409,766 8.85 15 16.67
2025-08-12 13F LPL Financial LLC 48,948 92.75 1,784 104.71
2025-08-11 13F Summit Wealth Partners, LLC 7,028 17.39 256 24.88
2025-08-08 13F Kingsview Wealth Management, LLC 35,819 1,305
2025-07-08 13F Advance Capital Management, Inc. 9,620 351
2025-08-14 13F Raymond James Financial Inc 460,973 19.72 16,798 27.19
2025-08-14 13F/A Barclays Plc 1,936 0
2025-08-13 13F BCJ Capital Management, LLC 168,747 26.00 6,149 33.88
2025-07-14 13F Kfg Wealth Management, Llc 135,656 17.96 4,943 25.33
2025-07-16 13F Old Port Advisors 16,875 615
2025-08-14 13F Talon Private Wealth, LLC 958,228 0.73 34,918 7.00
2025-07-09 13F Central Valley Advisors, Llc 78,327 74.57 2,854 85.57
2025-08-11 13F HighTower Advisors, LLC 156,146 128.86 5,690 143.12
2025-08-14 13F Susquehanna International Group, Llp 24,049 876
2025-08-07 13F Kestra Private Wealth Services, Llc 30,600 1,115
2025-08-13 13F Maia Wealth LLC 7,031 16.10 256 25.49
2025-08-14 13F UBS Group AG 4,886 178
2025-08-06 13F Founders Financial Securities Llc 25,577 932
2025-08-20 13F/A Coppell Advisory Solutions LLC 13,413 10.21 487 16.83
2025-08-08 13F Cetera Investment Advisers 50,158 12.95 1,828 19.96
2025-07-24 13F Ronald Blue Trust, Inc. 10,950 87.28 399 99.50
2025-07-25 13F We Are One Seven, LLC 9,674 33.73 353 41.94
2025-07-21 13F Catalina Capital Group, LLC 7,532 274
2025-08-01 13F Envestnet Asset Management Inc 293,421 556.44 10,692 597.46
2025-08-12 13F Steward Partners Investment Advisory, Llc 9,292 4.66 339 11.18
2025-08-29 13F Centaurus Financial, Inc. 18,405 1
2025-08-12 13F Tableaux Llc 673 327
2025-07-28 13F WealthPlan Investment Management, LLC 305,957 22.98 11,149 30.66
2025-08-08 13F Avantax Advisory Services, Inc. 34,691 136.86 1,264 151.79
2025-04-22 13F Bright Futures Wealth Management, LLC. 56,917 6.16 1,889 -1.15
2025-07-14 13F UMA Financial Services, Inc. 4,550 1.11 166 7.14
2025-08-04 13F Assetmark, Inc 380 14
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 18,780 684
2025-08-12 13F Archer Investment Corp 12,413 215.53 452 237.31
2025-08-08 13F Foundations Investment Advisors, LLC 153,632 862.91 5,598 923.40
2025-08-11 13F Aptus Capital Advisors, LLC 3,200 48.84 117 58.90
2025-07-29 13F AssuredPartners Investment Advisors, LLC 25,311 29.45 922 37.61
2025-07-31 13F Buckingham Strategic Partners 15,298 557
2025-08-05 13F WorthPointe, LLC 7,533 10.55 275 17.60
2025-07-30 13F IMG Wealth Management, Inc. 51,484 0.71 1,876 7.02
2025-08-14 13F Hrt Financial Lp 6,234 0
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 3,200 48.84 117 58.90
2025-08-15 13F Captrust Financial Advisors 35,080 13.71 1,278 20.79
2025-08-14 13F Great Valley Advisor Group, Inc. 7,320 267
2025-08-14 13F Citadel Advisors Llc 8,316 303
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Jane Street Group, Llc 51,665 1,883
2025-08-14 13F Arete Wealth Advisors, LLC 49,699 0.26 2 0.00
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 139,109 10.08 5,069 16.93
2025-07-22 13F Belpointe Asset Management LLC 7,613 13.88 277 20.96
2025-08-14 13F Old Mission Capital Llc 21,311 777
2025-08-11 13F WPWealth LLP 7,520 274
2025-07-09 13F Triumph Capital Management 119,278 13.67 4,346 20.76
2025-09-04 13F/A Advisor Group Holdings, Inc. 209,424 60.81 7,631 70.87
2025-08-13 13F SageView Advisory Group, LLC 18,394 38.95 683 50.22
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 66,583 258.15 2
2025-08-05 13F Sigma Planning Corp 44,082 1,606
2025-08-12 13F Jpmorgan Chase & Co 12,900 470
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