Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - December meliputi SageView Advisory Group, LLC, dan Seros Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Brookstone Capital Management | 631,930 | 6.13 | 28,538 | 14.51 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 50,458 | 10.05 | 2,279 | 18.71 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 4,616 | 208 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 67,163 | 0.99 | 3,033 | 8.98 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 411,863 | 5.19 | 17,129 | -0.45 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 84,309 | 193.47 | 3,807 | 216.72 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1,232 | 56 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 3,832 | 88.58 | 173 | 103.53 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 22,034 | 2.48 | 995 | 10.68 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 74,373 | 0.06 | 3,359 | 7.94 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,559 | 31.15 | 296 | 37.67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 37,004 | 13.36 | 1,671 | 22.33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12,876 | 581 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 7,100 | 0.01 | 321 | 7.74 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4,774 | 216 | ||||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 17,857 | 1.08 | 806 | 9.07 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9,922 | 448 | ||||||
| 2025-07-21 | 13F | Seros Financial, LLC | 4,577 | 207 | ||||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 3,008 | 902.67 | 136 | 1,025.00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5,555 | 256 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22,907 | 1.00 | 1,034 | 8.96 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 22,442 | 7.37 | 1,013 | 15.90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 232,536 | 22.20 | 10,501 | 31.84 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,979 | 686.02 | 128 | 753.33 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 30,544 | 1.86 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 26,382 | 0.14 | 1,191 | 8.08 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2,800 | 300.00 | 126 | 334.48 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6,474 | 0.95 | 292 | 8.96 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,351 | 17.55 | 106 | 27.71 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 9,347 | 18.33 | 422 | 27.88 |
