Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Innovator ETFs Trust - Innovator Power Buffer Step-Up Strategy ETF meliputi Evolution Wealth Management Inc., AE Wealth Management LLC, dan Capital Investment Advisory Services, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Ofc Financial Planning, Llc | 30,823 | 1.55 | 1,029 | 7.87 | ||||
2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 6,154 | 205 | ||||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 36,251 | 18.32 | 1,225 | 27.34 | ||||
2025-08-14 | 13F | Planwiser Financial, Llc | 8,875 | 15.39 | 301 | 24.38 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 214,735 | 5.18 | 7,166 | 11.78 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 138,506 | 11.85 | 5 | 33.33 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 225,910 | 24.10 | 7,539 | 31.87 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 599,871 | 3.70 | 20,020 | 10.20 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 117,029 | 10.71 | 3,906 | 17.66 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 36,662 | 1,224 | ||||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 211,093 | 0.28 | 7,045 | 6.57 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 366,346 | 35.30 | 12 | 50.00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 32,340 | 5.01 | 1,079 | 11.58 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,839 | 61 | ||||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 39,737 | 4.39 | 1,326 | 10.96 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 7,897 | 264 |