Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July include Straight Path Wealth Management, Merit Financial Group, LLC, Schneider Downs Wealth Management Advisors, LP, Truist Financial Corp, Benjamin Edwards Inc, IHT Wealth Management, LLC, and PFS Partners, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 29,226 | 0.23 | 930 | 9.42 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6,517 | 208 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 982 | 10.71 | 31 | 24.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28,850 | 15.63 | 921 | 26.86 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 146,987 | 6.34 | 5 | 0.00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 85,328 | 62.87 | 2,725 | 78.69 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4,204 | 44.37 | 134 | 59.52 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 28,486 | 910 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 30,659 | 27.03 | 979 | 39.46 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 23,233 | 8.08 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 30,387 | 8.35 | 971 | 18.87 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7,924 | 253 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 17,181 | 29.22 | 549 | 37.69 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9,130 | 9.52 | 292 | 20.25 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 23,096 | 70.09 | 738 | 86.58 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 15,436 | 493 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,969 | 160.44 | 95 | 184.85 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 54,216 | 0.08 | 1,732 | 9.77 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 16 | 1 | ||||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 47,936 | 54.67 | 1,531 | 69.73 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10,744 | 343 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8,934 | 285 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 9,437 | 31.45 | 0 | |||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 33,247 | 1,062 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1,726 | 55 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 187,222 | 11.94 | 5,980 | 22.77 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 16,050 | 493.57 | 513 | 556.41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 36,112 | 72.87 | 1,153 | 89.64 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 4,530 | 169.64 | 145 | 213.04 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 231,100 | 31.80 | 7,381 | 44.58 |
