Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr February eröffnet haben, gehören Blossom Wealth Management, Canandaigua National Corp, Heck Capital Advisors, LLC, Change Path, LLC, Sykon Capital Llc, Gwn Securities Inc., Signaturefd, Llc, Kelly Financial Group Llc, Five Pine Wealth Management, Mutual Advisors, LLC, CoreCap Advisors, LLC, Cornerstone Wealth Group, LLC, Souders Financial Advisors, Insight Wealth Partners, LLC, NorthRock Partners, LLC, Oppenheimer & Co Inc, Sovran Advisors, LLC, SageView Advisory Group, LLC, Gill Capital Partners, Llc, und Allworth Financial LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 10.487 | 266 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 3.128 | 79 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 107.628 | 57,57 | 2.733 | 57,65 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1.959 | 50 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 16.004 | 30,54 | 406 | 30,55 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 24.646 | 46,75 | 626 | 46,71 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 32.982 | 0,81 | 837 | 0,84 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 567 | 0 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 21.954 | 24,01 | 557 | 24,05 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 14.120 | 359 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 35.207 | 894 | ||||||
| 2026-04-22 | 13F | Sykon Capital Llc | 23.355 | 593 | ||||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 65.311 | 59,58 | 1.658 | 59,73 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 10.000 | 254 | ||||||
| 2026-04-08 | 13F | Canandaigua National Corp | 56.842 | 1.443 | ||||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 16.435 | 417 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 109.813 | 94,47 | 2.788 | 94,56 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 15.786 | 50,67 | 401 | 50,75 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 16.107 | 409 | ||||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 25.799 | 29,70 | 655 | 29,96 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 55.996 | 77,56 | 1.422 | 77,63 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 333.329 | 4,17 | 8.463 | 4,21 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 25.922 | 658 | ||||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 115.000 | 513,33 | 2.920 | 514,53 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 12.170 | 309 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 17.000 | 432 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1.861 | 624,12 | 47 | 683,33 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 13.707 | 352 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 15.687 | 398 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 13.744 | 41,05 | 349 | 40,89 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 31.394 | 12,01 | 797 | 12,10 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.035 | 128 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 10.424 | 265 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 114.787 | 23,10 | 2.914 | 23,16 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 65.152 | 4,58 | 1.654 | 4,62 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 122.052 | 874,39 | 3.099 | 877,29 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 21.859 | 367,97 | 555 | 370,34 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 42.108 | 4,94 | 1.069 | 5,01 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 7.837 | 202 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 12.946 | 13,60 | 329 | 13,49 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 16.065 | 81,92 | 408 | 81,70 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 37.726 | 958 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 161.510 | 45,69 | 4.101 | 45,75 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 700 | 18 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 25.604 | 345,91 | 650 | 348,28 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 124.706 | 4,13 | 3.166 | 4,18 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 19.054 | 7,44 | 484 | 7,33 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 3.800 | 96 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 10.499 | 267 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 15.703 | 53,48 | 399 | 53,67 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 97.100 | 66,34 | 2.465 | 66,44 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 44.700 | 1.135 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 20.924 | 531 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 85.291 | 14,19 | 2 | 100,00 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 98 | 2 | ||||||
| 2026-05-04 | 13F | Souders Financial Advisors | 11.584 | 294 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 16.737 | 15,28 | 425 | 15,22 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 37.324 | 1,80 | 948 | 1,83 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 84.787 | 2.153 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 23.599 | 61,76 | 599 | 61,89 |
