Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March meliputi 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, dan Farther Finance Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 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 |
