Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June eröffnet haben, gehören Apollon Wealth Management, LLC, LeClair Wealth Partners LLC, Cornerstone Wealth, LLC/TN, Capstone Triton Financial Group, LLC, PlanVest Financial, Inc, TopTier Wealth Management, LLC, und EverSource Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 26.441 | 1.106 | ||||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 31.557 | 4,78 | 1.325 | 5,08 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 145.457 | 50,31 | 6.084 | 50,12 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 47.122 | 1.971 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 140 | 6 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 449.124 | 717,15 | 18.809 | 731,89 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 38.423 | 0,41 | 1.607 | 0,31 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 3.000 | 123 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 5.796 | 242 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 19.908 | 305,29 | 834 | 306,83 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 40.659 | 6,43 | 1.701 | 6,32 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 16.054 | 691 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 12.861 | 22,64 | 538 | 22,32 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1.570.944 | 6,00 | 66 | 4,84 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 6.372 | 267 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8.852 | 3,51 | 371 | 5,41 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 176.717 | 24,25 | 7.391 | 24,09 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 160.310 | 2,40 | 6.705 | 2,27 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 2.113 | 88 | ||||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 89.720 | 0,00 | 3.753 | -0,13 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 5.350 | 6,05 | 224 | 5,69 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 54.690 | 100,00 | 2.288 | 99,74 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 14.380 | 601 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 38.332 | 14,55 | 1.603 | 14,42 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 300 | 13 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 148.628 | 1,54 | 6.217 | 1,40 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 2.583 | 108 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5.223 | 218 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 28.880 | 11,33 | 1.208 | 11,14 | ||||
| 2026-05-05 | 13F | UBS Group AG | 536 | 23,22 | 22 | 22,22 |
