Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - March meliputi McElhenny Sheffield Capital Management, LLC, dan Stuart Chaussee & Associates, 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.
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 | IMG Wealth Management, Inc. | 2,524 | 70.77 | 124 | 83.58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 56,532 | 10.36 | 2,772 | 18.87 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14,913 | 0.54 | 731 | 8.30 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 9,000 | 8.43 | 441 | 16.98 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 22,008 | 6.14 | 1,079 | 14.30 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 21,498 | 322.03 | 1,054 | 356.28 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 19,416 | 13.72 | 952 | 22.52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,832 | 14.80 | 188 | 23.03 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 75,019 | 125.76 | 3,679 | 143.09 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 19,326 | 948 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 30,728 | 16.79 | 1,507 | 25.71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,215 | 60 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 58,403 | 10.50 | 2,864 | 19.04 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 26,937 | 26.64 | 1,321 | 36.47 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,250 | 288 | ||||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 4,300 | 211 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 525,039 | 1,496.59 | 25,748 | 1,619.97 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 134,891 | 2.18 | 7 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,003 | 19.08 | 98 | 27.27 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 231,000 | 229 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 423,681 | 2.10 | 20,778 | 9.96 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 18,226 | 2.58 | 894 | 10.38 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 378,795 | 1.31 | 17,125 | -2.79 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3,787 | 0 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 4,669 | 2.80 | 229 | 10.68 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 320 | 100.00 | 16 | 114.29 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 10,863 | 1.44 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 43,194 | 4.86 | 2,118 | 12.96 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5,947 | 1.09 | 292 | 8.99 |
