Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - March eröffnet haben, gehören Allie Family Office LLC, Diligent Investors, LLC, Cypress Wealth Services, LLC, D.B. Root & Company, LLC, DAVENPORT & Co LLC, Foundations Investment Advisors, LLC, Captrust Financial Advisors, und Anfield Capital Management, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 23.628 | 8,22 | 1.240 | 7,08 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 75.870 | 20,88 | 3.982 | 19,62 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 36.567 | 3,69 | 1.919 | 2,62 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 14.336 | 9,43 | 752 | 8,36 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 387.801 | 11,11 | 20 | 11,11 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 8.466 | 24,28 | 444 | 22,99 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 14.932 | 8,49 | 784 | 7,26 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 9.550 | 501 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4.036 | 212 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 627 | 33 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 38.288 | 16,63 | 2.010 | 15,39 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 2.576 | 2,06 | 135 | 1,50 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 3.824 | 201 | ||||||
| 2026-04-28 | 13F | Blue Sky Capital Consultants Group, Inc. | 4.751 | 249 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 40.265 | 2,48 | 2.113 | 1,39 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 17.857 | 2,39 | 937 | 1,30 | ||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 11.126 | 41,55 | 584 | 40,14 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 9.877 | 2,46 | 518 | 1,37 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 4.999 | 2,29 | 262 | 1,16 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 3.931 | 206 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 102.528 | 2,18 | 5.382 | 1,09 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 67.045 | 118,72 | 3.519 | 116,42 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 21.668 | 19,98 | 1.137 | 18,81 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 4.050 | 213 | ||||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 4.294 | 225 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 7.037 | 4,94 | 369 | 3,94 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5.092 | 31,17 | 267 | 30,24 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 7.360 | 5,46 | 386 | 4,32 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 10.922 | 0,23 | 573 | -0,87 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 6.511 | 342 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 15.681 | 6,58 | 823 | 5,51 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 13.786 | 2,45 | 724 | 1,40 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 4.454 | 234 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 187 | 10 | ||||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 5.365 | 282 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3.412 | 79,20 | 179 | 77,23 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 30.138 | 7,09 | 1.582 | 5,97 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 28.927 | 2,28 | 1.518 | 1,20 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 24.104 | 18,38 | 1.265 | 17,13 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 35.156 | 27,04 | 1.845 | 25,68 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 52.250 | 2.743 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 84.942 | 19,61 | 4.458 | 18,34 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 66.285 | 133,27 | 3.479 | 130,86 |
