Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Innovator ETFs Trust - Innovator Laddered Allocation Power Buffer ETF incluem Baker Avenue Asset Management, LP, Dynamic Advisor Solutions LLC, Gateway Wealth Partners, LLC, Benson Wealth Management INC, Bernard Wealth Management Corp., Dunhill Financial, LLC, Farther Finance Advisors, LLC, IAG Wealth Partners, LLC, Jones Financial Companies Lllp, e Ashton Thomas Private Wealth, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1,151,942 | 105.05 | 56,917 | 103.20 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 398,244 | 1.45 | 19,677 | 0.54 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 65,720 | 105.34 | 3,247 | 103.57 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 9,083 | 44.11 | 449 | 42.68 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 520,381 | 1.11 | 25,712 | 0.20 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 9,832 | 19.31 | 10 | -97.80 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 105,347 | 27.58 | 5,205 | 26.43 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 190,880 | 9.39 | 9,431 | 8.41 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 16,874 | 13.71 | 834 | 13.18 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 20,585 | 6.48 | 1,017 | 5.61 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 164,116 | 30.04 | 8,109 | 28.86 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 325,131 | 0.21 | 16,188 | -0.18 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 183,451 | 0.01 | 9 | 0.00 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 548,358 | 4.51 | 27,094 | 3.57 | ||||
| 2026-04-22 | 13F | Nicholson Meyer Capital Management, Inc. | 15,719 | 5.37 | 777 | 4.44 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 8,416 | 416 | ||||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 7,074 | 350 | ||||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 12,936 | 99.66 | 642 | 98.76 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 74,954 | 35.83 | 3,703 | 34.61 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 232,087 | 6.77 | 11,467 | 5.80 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 14,224 | 15.74 | 703 | 14.71 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 18,678 | 12.47 | 923 | 11.49 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 353,218 | 3.86 | 17 | 6.25 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 152,047 | 0.94 | 7,513 | 0.03 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 12,121 | 5.21 | 599 | 4.18 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 17,819 | 68.15 | 880 | 66.67 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 31,426 | 1.28 | 1,553 | -0.19 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 64,721 | 97.12 | 3,227 | 101.12 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 944 | 47 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 631,312 | 3.00 | 31,193 | 2.07 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 16,830 | 832 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 18,403 | 19.37 | 909 | 18.36 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 22,112 | 63.39 | 1,093 | 62.02 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 88,171 | 8.68 | 4,357 | 7.72 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 16,435 | 812 | ||||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 2,573 | 127 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 190,082 | 5.36 | 9,392 | 4.40 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 15,288 | 57.64 | 755 | 56.31 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 44,023 | 67.95 | 2,175 | 66.54 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 60 | 3 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 164 | 8 | ||||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 15,677 | 12.74 | 775 | 11.69 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 19,587 | 2.11 | 968 | 1.15 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1,449 | 74.58 | 72 | 73.17 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 27,078 | 1.50 | 1,338 | 0.53 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 6,642 | 328 | ||||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 336,877 | 26.24 | 16,645 | 25.10 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1,666,898 | 27.46 | 82,361 | 26.31 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 20,434 | 25.28 | 1,010 | 24.11 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1,246 | 62 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 88 | 1,660.00 | 4 | |||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 6,449 | 8.40 | 319 | 7.43 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 250,568 | 7.35 | 12,381 | 6.38 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 101,172 | 341.30 | 4,999 | 337.27 | ||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 44,117 | 8.89 | 2,180 | 7.87 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 16,612 | 821 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 159,258 | 12.52 | 7,869 | 11.49 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 16,969 | 68.96 | 838 | 67.60 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 37,476 | 2.73 | 1,852 | 1.82 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 250 | 12 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 2,432 | 120 | ||||||
| 2026-05-05 | 13F | Seros Financial, LLC | 91,681 | 15.85 | 4,530 | 14.80 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 31,805 | 17.28 | 1,571 | 16.20 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 16,937 | 3.84 | 837 | 2.83 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 21,274 | 77.97 | 1,051 | 76.34 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3,304 | 163 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 60 | 3 | ||||||
| 2026-05-12 | 13F | Creative Planning | 20,206 | 998 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 18,904 | 12.56 | 934 | 11.59 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 114,349 | 1,029.60 | 5,650 | 1,020.83 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4,324 | 214 | ||||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 376,767 | 1,260.61 | 18,616 | 1,248.99 | ||||
| 2026-05-12 | 13F | Benson Wealth Management INC | 3,588 | 177 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 52,736 | 1.35 | 2,606 | 0.42 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 131,397 | 4.09 | 6,492 | 3.15 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 5,384 | 266 | ||||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 38,085 | 23.10 | 1,950 | 25.74 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 138,267 | 0.77 | 6,832 | -0.15 |
