Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - October eröffnet haben, gehören Creative Planning, Goldman Sachs Group Inc, Cornerstone Wealth, LLC/TN, Advisor OS, LLC, Ashton Thomas Private Wealth, LLC, PlanVest Financial, Inc, und Farther Finance Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 25.206 | 0,65 | 849 | 2,66 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 180 | 6 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 143.369 | 42,33 | 4.827 | 160.800,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 7.484 | 1,46 | 254 | 2,02 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 16.209 | 30,33 | 254 | -40,65 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 13.210 | 472 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 27.317 | 9,99 | 927 | 10,77 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 163.041 | 197,36 | 5.490 | 203,26 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 42.178 | 35,29 | 1.431 | 36,32 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 9.462 | 18,79 | 321 | 19,78 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 20.353 | 1,90 | 698 | 3,72 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 56.270 | 2,12 | 1.909 | 2,91 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 52.456 | 1,91 | 1.780 | 2,65 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 39.091 | 1.326 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 6.699 | 227 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 44.472 | 14,76 | 1.509 | 15,64 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 25.000 | 848 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 6.415 | 10,89 | 218 | 11,86 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 33.179 | 17,39 | 1.160 | 21,87 | ||||
| 2026-05-12 | 13F | Creative Planning | 171.887 | 5.832 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4.692 | 8,14 | 159 | 8,90 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 350 | 12 | ||||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 89.090 | 23,08 | 3.044 | 24,91 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 33.011 | 24,65 | 1.120 | 25,59 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 8.734 | 296 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 3.740 | 127 | ||||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 19.598 | 7,69 | 665 | 8,50 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 287.554 | 577,31 | 9.756 | 582,65 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 53.673 | 1,74 | 1.821 | 2,48 |
