Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March inkluderer 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, og Farther Finance Advisors, LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
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| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
