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Innovator ETFs Trust

Innovator ETFs Trust
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001415726
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameInnovator ETFs Trust
Ticker–
CIK0001415726

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)DE
Geschäftsadresse200 W. FRONT STREET, 60187 WHEATON, IL
Telefon800-621-1675
EIN (IRS)00-0000000

Listing & Historie

Fiskaljahr-Ende31.10.
Frühere NamenAcademy Funds Trust (bis 2017)

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Brookstone Capital Management9.501.9728.794.752707.220414.266.929Aufgestockt+8,0%
COMMONWEALTH EQUITY SERVICES, LLC2.385.9022.243.445142.457108.794.495Aufgestockt+6,3%
OSAIC HOLDINGS, INC.1.417.84301.417.84362.167.945Neu+100,0%
RAYMOND JAMES FINANCIAL INC1.205.20001.205.20052.063.129Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC1.156.93001.156.93047.218.252Neu+100,0%
Cerity Partners LLC981.9540981.95446.221.809Neu+100,0%
INTEGRAL INVESTMENT ADVISORS, INC.736.963725.57911.38440.263.852Aufgestockt+1,6%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors960.158913.49646.66238.742.331Aufgestockt+5,1%
Cetera Investment Advisers799.7730799.77336.324.395Neu+100,0%
HighTower Advisors, LLC742.6970742.69735.553.133Neu+100,0%
Lantz Financial LLC705.862658.31547.54732.833.256Aufgestockt+7,2%
Kestra Advisory Services, LLC725.178882.046-156.86832.621.707Reduziert-17,8%
KFG WEALTH MANAGEMENT, LLC624.098581.65642.44225.632.267Aufgestockt+7,3%
LPL Financial LLC559.3570559.35725.405.984Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP558.7960558.79622.862.292Neu+100,0%
Spire Wealth Management507.265459.36247.90322.133.966Aufgestockt+10,4%
Lido Advisors, LLC387.6730387.67318.642.237Neu+100,0%
Trek Financial, LLC458.4080458.40817.460.901Neu+100,0%
CENTRAL VALLEY ADVISORS, LLC427.398425.2782.12017.256.120Aufgestockt+0,5%
Strategic Blueprint, LLC375.610291.66583.94516.596.200Aufgestockt+28,8%
Valtinson Bruner Financial Planning LLC324.4130324.41314.952.367Neu+100,0%
Berger Financial Group, Inc383.2550383.25514.624.549Neu+100,0%
TRUIST FINANCIAL CORP314.513316.057-1.54414.409.228Reduziert-0,5%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC293.4410293.44114.042.202Neu+100,0%
My Personal CFO, LLC254.558267.829-13.27113.467.117Reduziert-5,0%
FOUNDATIONS INVESTMENT ADVISORS, LLC345.7640345.76413.409.097Neu+100,0%
OLD MISSION CAPITAL LLC362.4190362.41913.347.477Neu+100,0%
CWM, LLC415.2320415.23212.977.201Neu+100,0%
PERSONAL CFO SOLUTIONS, LLC234.4600234.46012.503.752Neu+100,0%
MML INVESTORS SERVICES, LLC270.0600270.06011.828.403Neu+100,0%
Beacon Pointe Advisors, LLC232.9200232.92010.881.571Neu+100,0%
DHJJ Financial Advisors, Ltd.187.023191.651-4.6289.874.834Reduziert-2,4%
Fragasso Financial Advisors Inc187.141190.111-2.9709.623.039Reduziert-1,6%
IMG Wealth Management, Inc.224.9990224.9998.956.429Neu+100,0%
Maltin Wealth Management, Inc.164.412164.517-1058.943.000Reduziert-0,1%
LEGACY CAPITAL WEALTH MANAGEMENT, LLC225.5530225.5538.760.479Neu+100,0%
Advisory Services Network, LLC213.6920213.6928.732.070Neu+100,0%
FIRST COMMONWEALTH FINANCIAL CORP /PA/170.9520170.9528.425.947Neu+100,0%
Orion Porfolio Solutions, LLC233.0190233.0198.192.386Neu+100,0%
HARBOUR INVESTMENTS, INC.314.8950314.8958.040.491Neu+100,0%
Steward Partners Investment Advisory, LLC172.1160172.1167.988.137Neu+100,0%
MACROVIEW INVESTMENT MANAGEMENT LLC138.327138.452-1257.971.425Reduziert-0,1%
Chris Bulman Inc151.272143.9587.3147.787.733Aufgestockt+5,1%
FSA Advisors, Inc.155.4790155.4797.617.215Neu+100,0%
TopTier Wealth Management, LLC145.832154.931-9.0997.426.570Reduziert-5,9%
U.S. Capital Wealth Advisors, LLC137.9950137.9957.359.255Neu+100,0%
WealthPlan Investment Management, LLC177.670191.028-13.3587.043.485Reduziert-7,0%
MGO ONE SEVEN LLC176.4950176.4957.042.243Neu+100,0%
CALIBER WEALTH MANAGEMENT, LLC / KS159.902159.90206.950.435Unverändert0,0%
Arkadios Wealth Advisors146.1630146.1636.620.899Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
Brookstone Capital Management9.501.9728.794.752+8,0%414.266.92940,020 %17 Q
COMMONWEALTH EQUITY SERVICES, LLC2.385.9022.243.445+6,3%108.794.49510,51–17 Q
INTEGRAL INVESTMENT ADVISORS, INC.736.963725.579+1,6%40.263.8523,890 %17 Q
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors960.158913.496+5,1%38.742.3313,740 %15 Q
Lantz Financial LLC705.862658.315+7,2%32.833.2563,170 %17 Q
Kestra Advisory Services, LLC725.178882.046-17,8%32.621.7073,15–17 Q
KFG WEALTH MANAGEMENT, LLC624.098581.656+7,3%25.632.2672,480 %15 Q
Spire Wealth Management507.265459.362+10,4%22.133.9662,14–17 Q
CENTRAL VALLEY ADVISORS, LLC427.398425.278+0,5%17.256.1201,67100 %11 Q
Strategic Blueprint, LLC375.610291.665+28,8%16.596.2001,60100 %17 Q
TRUIST FINANCIAL CORP314.513316.057-0,5%14.409.2281,390 %17 Q
My Personal CFO, LLC254.558267.829-5,0%13.467.1171,300 %16 Q
DHJJ Financial Advisors, Ltd.187.023191.651-2,4%9.874.8340,950 %17 Q
Fragasso Financial Advisors Inc187.141190.111-1,6%9.623.0390,930 %17 Q
Maltin Wealth Management, Inc.164.412164.517-0,1%8.943.0000,86100 %17 Q
MACROVIEW INVESTMENT MANAGEMENT LLC138.327138.452-0,1%7.971.4250,770 %6 Q
Chris Bulman Inc151.272143.958+5,1%7.787.7330,750 %9 Q
TopTier Wealth Management, LLC145.832154.931-5,9%7.426.5700,720 %3 Q
WealthPlan Investment Management, LLC177.670191.028-7,0%7.043.4850,680 %9 Q
CALIBER WEALTH MANAGEMENT, LLC / KS159.902159.9020,0%6.950.4350,670 %6 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.14923,71.037
31.03.2026✓30846,21.699
31.12.2025✓31540,91.601
30.09.2025✓28538,11.351
30.06.2025✓29745,01.504
31.03.2025✓28043,71.387

Top 10 Neueinsteiger

FondsAnteileWert (USD)
PERSONAL CFO SOLUTIONS, LLC234.46012.503.752
Creative Planning114.4044.449.994
VanWeelden Wealth Management, LLC164.5624.127.215
Oasis Advisors, LLC2.055.6553.441.300
BECK CAPITAL MANAGEMENT, LLC62.3662.961.244
GTS FINANCIAL, LLC69.1142.892.822
Cornerstone Wealth, LLC/TN107.9452.782.822
DIVERSIFY WEALTH MANAGEMENT, LLC52.3502.521.534
Dynamic Advisor Solutions LLC36.6721.755.248
Virtue Capital Management, LLC43.2871.658.325

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
Brookstone Capital Management8.794.7521.396.602+18.9 %352.721.705
SUSQUEHANNA INTERNATIONAL GROUP, LLP558.796342.739+158.6 %22.862.292
ENVESTNET ASSET MANAGEMENT INC1.156.930334.720+40.7 %47.218.252
Penserra Capital Management LLC2.952.453295.164+11.1 %140.995
RAYMOND JAMES FINANCIAL INC1.205.200231.827+23.8 %52.063.129
CWM, LLC415.232192.764+86.6 %12.977.201
Orion Porfolio Solutions, LLC233.019178.963+331.1 %8.192.386
CALIBER WEALTH MANAGEMENT, LLC / KS159.902138.550+648.9 %6.497.477
Kestra Advisory Services, LLC882.046130.598+17.4 %37.067.679
Sovran Advisors, LLC139.430128.293+1152.0 %5.691.533

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
OSAIC HOLDINGS, INC.1.417.843-185.951-11.6 %62.167.945
MML INVESTORS SERVICES, LLC270.060-167.902-38.3 %11.828.403
JANE STREET GROUP, LLC30.267-122.367-80.2 %1.508.724
BCS Wealth Management91.694-113.458-55.3 %4.313.131
Authentikos Wealth Advisory, LLC12.503-101.229-89.0 %313.575
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC132.481-100.522-43.1 %6.420.031
Integrity Advisory Solutions, LLC15.435-90.510-85.4 %601.823
4J Wealth Management LLC56.848-78.683-58.1 %2.118.708
MGO ONE SEVEN LLC176.495-74.701-29.7 %7.042.243
MERCER GLOBAL ADVISORS INC /ADV82.965-70.778-46.0 %3.303.368

Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →

Aktivisten & Großaktionäre (13D/13G) ⓘ

DatumInvestorTypAnteilAktienΔΔ-Balken
02.07.2026Brookstone Capital Management, LLCPassiv (13G/A)5,30 %314.145+3,19 pp
02.07.2026Brookstone Capital Management, LLCPassiv (13G/A)2,11 %86.852-14,00 pp
02.07.2026Brookstone Capital Management, LLCPassiv (13G)16,11 %985.884+15,29 pp
02.07.2026Brookstone Capital Management, LLCPassiv (13G/A)0,82 %6.137+0,13 pp
02.07.2026Brookstone Capital Management, LLCPassiv (13G/A)0,69 %5.391-30,99 pp
02.07.2026Brookstone Capital Management, LLCPassiv (13G)31,68 %1.441.222+19,33 pp
03.06.2026Brookstone Capital Management, LLCPassiv (13G)12,35 %808.936-6,34 pp
03.06.2026Brookstone Capital Management, LLCPassiv (13G)18,69 %924.279+15,72 pp
03.06.2026Brookstone Capital Management, LLCPassiv (13G/A)2,97 %79.564+2,34 pp
03.06.2026Brookstone Capital Management, LLCPassiv (13G/A)0,63 %28.312-35,47 pp
03.06.2026Brookstone Capital Management, LLCPassiv (13G)36,10 %1.441.194+34,40 pp
04.05.2026Brookstone Capital Management, LLCPassiv (13G/A)1,70 %9.302-22,31 pp
04.05.2026Brookstone Capital Management, LLCPassiv (13G/A)24,01 %764.454-6,33 pp
04.05.2026Brookstone Capital Management, LLCPassiv (13G)30,34 %26.062+15,84 pp
04.05.2026Brookstone Capital Management, LLCPassiv (13G)14,50 %587.431+12,48 pp
04.05.2026Brookstone Capital Management, LLCPassiv (13G/A)2,02 %90.607-33,17 pp
02.04.2026Brookstone Capital Management, LLCPassiv (13G)35,19 %630.228+33,85 pp
04.03.2026Brookstone Capital Management, LLCPassiv (13G/A)1,34 %51.582-25,21 pp
04.03.2026Brookstone Capital Management, LLCPassiv (13G)26,55 %1.696.425+11,42 pp
04.03.2026Brookstone Capital Management, LLCPassiv (13G)15,13 %677.317+14,48 pp
04.03.2026Brookstone Capital Management, LLCPassiv (13G/A)0,65 %26.877-0,55 pp
03.02.2026Brookstone Capital Management, LLCPassiv (13G/A)1,20 %45.322-1,80 pp
03.02.2026Brookstone Capital Management, LLCPassiv (13G/A)3,00 %127.436-18,27 pp
03.02.2026Brookstone Capital Management, LLCPassiv (13G)21,27 %1.500.379+19,15 pp
06.01.2026Brookstone Capital Management, LLCPassiv (13G/A)2,12 %85.394-11,32 pp
06.01.2026Brookstone Capital Management, LLCPassiv (13G)13,44 %654.744-10,77 pp
06.01.2026Brookstone Capital Management, LLCPassiv (13G)24,21 %1.875.637+18,14 pp
06.01.2026Brookstone Capital Management, LLCPassiv (13G)6,07 %48.587+0,99 pp
06.01.2026Brookstone Capital Management, LLCPassiv (13G)5,08 %54.604-0,13 pp
06.01.2026Brookstone Capital Management, LLCPassiv (13G)5,21 %1.247.662-2,74 pp
06.01.2026Brookstone Capital Management, LLCPassiv (13G)7,95 %43.657+2,76 pp
06.01.2026Brookstone Capital Management, LLCPassiv (13G)5,19 %30.617-4,09 pp
06.01.2026Brookstone Capital Management, LLCPassiv (13G)9,28 %575.745+4,77 pp
06.01.2026Brookstone Capital Management, LLCPassiv (13G/A)4,51 %130.482+3,89 pp
02.12.2025Brookstone Capital Management, LLCPassiv (13G/A)0,62 %18.078-1,20 pp
02.12.2025Brookstone Capital Management, LLCPassiv (13G/A)1,82 %61.446-11,10 pp
02.12.2025Brookstone Capital Management, LLCPassiv (13G)12,92 %642.593+12,05 pp
02.12.2025Brookstone Capital Management, LLCPassiv (13G/A)0,87 %26.062-0,33 pp
02.12.2025Brookstone Capital Management, LLCPassiv (13G/A)1,20 %26.511-35,23 pp
02.12.2025Brookstone Capital Management, LLCPassiv (13G/A)36,43 %1.679.076+9,64 pp

Proxy-/Governance-Filings

Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.

Datum (US)KategorieHV-Termin (US)Stichtag (US)Form
22.05.2026HV-Einladung——DEFA14ASEC »
08.05.2026HV-Einladung——DEFA14ASEC »
06.05.2026HV-Einladung——DEFA14ASEC »
01.05.2026HV-Einladung——DEFA14ASEC »
24.04.2026HV-Einladung——DEFA14ASEC »
21.04.2026HV-Einladung——DEFA14ASEC »
17.04.2026HV-Einladung——DEFA14ASEC »
17.04.2026HV-Einladung——DEFA14ASEC »
10.04.2026HV-Einladung——DEFA14ASEC »
10.04.2026HV-Einladung——DEFA14ASEC »
27.03.2026HV-Einladung——DEFA14ASEC »
27.03.2026HV-Einladung——DEFA14ASEC »
20.03.2026HV-Einladung——DEFA14ASEC »
19.03.2026HV-Einladung——DEFA14ASEC »
19.03.2026HV-Einladung——DEFA14ASEC »
17.03.2026HV-Einladung——DEFA14ASEC »
17.03.2026HV-Einladung——DEFA14ASEC »
10.03.2026HV-Einladung——DEFA14ASEC »
06.03.2026HV-Einladung——DEFA14ASEC »
04.03.2026HV-Einladung——DEFA14ASEC »
04.03.2026HV-Einladung——DEFA14ASEC »
04.03.2026HV-Einladung——DEFA14ASEC »
04.03.2026HV-Einladung——DEFA14ASEC »
04.03.2026HV-Einladung——DEFA14ASEC »
04.03.2026HV-Einladung——DEFA14ASEC »
04.03.2026HV-Einladung——DEFA14ASEC »
04.03.2026HV-Einladung——DEFA14ASEC »
24.02.2026HV-Einladung——DEFA14ASEC »
29.12.2025HV-Einladung24.02.2026 a.o. HV19.12.2025DEF 14ASEC »
09.12.2025Vorläufig——PRE 14ASEC »

Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).

Hinweis

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