Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Innovator ETFs Trust - Innovator Growth Accelerated Plus ETF - April include Stuart Chaussee & Associates, Inc., Kestra Advisory Services, LLC, and Wealth Enhancement Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,996 | 26.14 | 294 | 39.52 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 131,825 | 5,539 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 871 | 37 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 34,231 | 6.13 | 1,285 | 5.16 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9,585 | 403 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 44,374 | 348.00 | 2 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 10,592 | 29.23 | 445 | 43.55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,278 | 348 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36,192 | 37.59 | 1,521 | 52.61 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6,006 | 254 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,072 | 297 |
