Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - January meliputi Gradient Investments LLC, dan Pensionmark Financial Group, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 97,227 | 0.84 | 4,883 | 8.61 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 4,007 | 36.11 | 201 | 46.72 | ||||
2025-08-14 | 13F/A | Barclays Plc | 1,454 | 4,746.67 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 18,865 | 905 | ||||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 83,628 | 12.38 | 4,200 | 21.04 | ||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 6,154 | 1.27 | 309 | 9.19 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 26,225 | 1.50 | 1,317 | 9.39 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 101,425 | 3.59 | 5 | 25.00 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 131,161 | 3.74 | 6,588 | 11.74 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 36,134 | 14.88 | 1,815 | 23.74 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 512,656 | 5.76 | 25,748 | 13.90 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 17,145 | 2.36 | 861 | 10.24 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,050 | 203 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 3,926 | 201 | ||||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 13,404 | 31.00 | 1 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 15,828 | 30.15 | 795 | 40.04 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,130 | 57 | ||||||
2025-07-23 | 13F | Motiv8 Investments LLC | 51,349 | 3.12 | 2,579 | 11.02 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 654,965 | 19.04 | 33 | 28.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 99,374 | 12.51 | 4,991 | 21.20 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 19,248 | 303.95 | 967 | 335.14 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 1,180 | 138.38 | 59 | 7.27 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 157,366 | 357.71 | 7,338 | 345.27 | ||||
2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 369,781 | 2.21 | 17,128 | -3.10 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1,867 | 48.76 | 94 | 55.00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 9,775 | 1,727.10 | 491 | 1,941.67 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 16,769 | 842 | ||||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 12,944 | 5.61 | 650 | 13.84 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 55,073 | 4.74 | 2,766 | 12.85 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 170,092 | 950.21 | 8,604 | 1,039.60 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 5,565 | 76.44 | 260 | 71.52 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 56,408 | 2.57 | 2,833 | 10.49 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 113,130 | 0.83 | 5,682 | 8.58 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 27,875 | 1,400 | ||||||
2025-08-01 | 13F | FSA Advisors, Inc. | 39,806 | 0.25 | 1,999 | 8.00 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 248,975 | 0.01 | 12,505 | 7.71 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 130,253 | 16.16 | 6,541 | 25.11 |