Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Innovator ETFs Trust - Innovator Premium Income 40 Barrier ETF - October include BLVD Private Wealth, LLC, UBS Group AG, IFP Advisors, Inc, and DHJJ Financial Advisors, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 90 | 2 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 100 | 2 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 10,460 | 250 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 20,716 | 25.98 | 495 | 26.34 | ||||
| 2025-08-14 | 13F | UBS Group AG | 9,724 | 232 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
