Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January meliputi Orion Portfolio Solutions, LLC, Sagespring Wealth Partners, Llc, Concurrent Investment Advisors, LLC, Lakeridge Wealth Management LLC, Maia Wealth LLC, XY Planning Network, Inc., Encompass More Asset Management, Keystone Wealth Services, LLC, Ameriflex Group, Inc., Guardian Wealth Advisors, Llc / Nc, dan Aptus Capital Advisors, 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.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18,559 | 109.12 | 751 | 121.89 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 119,197 | 48.46 | 4,715 | 53.95 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 5,153 | 208 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 49,071 | 1.23 | 1,985 | 7.41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 139,903 | 38.05 | 5,659 | 46.42 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 529 | 21 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10,915 | 3.15 | 442 | 9.43 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 5,058 | 205 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,475 | 147.50 | 96 | 152.63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,389 | 31.78 | 56 | 40.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 49,779 | 77.14 | 2,014 | 87.96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1,491,194 | 3.24 | 60,322 | 9.50 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 135,938 | 0.56 | 5,499 | 6.67 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16,896 | 644 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 858,281 | 0.66 | 34,719 | 6.74 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3,474 | 494.86 | 141 | 536.36 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 10,532 | 7.69 | 426 | 14.21 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 39,801 | 135.56 | 1,610 | 150.00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 21,235 | 3.41 | 859 | 9.71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 43,068 | 8.30 | 1,742 | 14.91 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 5,000 | 202 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,079 | 84 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,801 | 130.90 | 73 | 148.28 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3,664 | 176.74 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 300 | 12 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 193,930 | 5.71 | 7,845 | 11.88 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 300 | 12 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 5,268 | 213 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,054 | 69.48 | 164 | 75.27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 73,612 | 183.52 | 2,978 | 200.71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 19,353 | 0.07 | 783 | 6.11 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 17,156 | 7.27 | 694 | 13.96 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 23,510 | 1.36 | 951 | 7.58 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 14,602 | 130.03 | 591 | 143.80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 226,879 | 0.87 | 9 | 12.50 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 6,912 | 280 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30,668 | 0.92 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 58,989 | 57.17 | 2,386 | 66.74 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,900 | 239 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6,674 | 270 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6,280 | 254 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 5,052 | 204 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 103,220 | 27.16 | 4 | 33.33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23,951 | 2.10 | 969 | 8.28 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 12,593 | 518 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 19,948 | 22.95 | 1 | -100.00 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 5,526 | 224 |
