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Disclosery

PJAN INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

244 managers (244 13F filers) reported a position in PJAN shares at 2025-03-31, 21,633,749 shares in all. 37 filers opened a position and 16 filers sold out during the quarter.

Managers
244
13F filers
244
New
37
Added
99
Reduced
65
Sold out
16
Shares held by filers
21,633,749

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kingsview Wealth Management, LLC5,850$243K<0.01%+55013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,818$241K0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.5,798$240K0.23%-24013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,724$237K0.02%new13F-HRTimeline
Madison Wealth Partners, Inc5,715$237K0.06%013F-HRTimeline
BAILARD, INC.5,650$234K0.01%013F-HRTimeline
Betterment LLC5,587$232K<0.01%+68913F-HRTimeline
WPWealth LLP5,552$230K0.05%-16,54213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,550$230K0.01%new13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,505$228K<0.01%013F-HRTimelineGroup
Ausdal Financial Partners, Inc.5,402$224K0.02%new13F-HRTimeline
Three Seasons Wealth, LLC5,398$224K0.11%013F-HRTimeline
MMA ASSET MANAGEMENT LLC5,393$224K0.09%new13F-HRTimeline
Garden State Investment Advisory Servic…5,321$221K0.07%-92613F-HRTimeline
Foundations Investment Advisors, LLC5,175$215K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,112$212K0.01%-2,14213F-HRTimelineGroup
CYPRESS FINANCIAL PLANNING LLC5,112$212K0.08%-1,40413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,080$211K0.07%013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…5,047$209K0.08%new13F-HRTimelineGroup
Fragasso Financial Advisors Inc5,022$208K0.02%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO4,900$203K0.04%new13F-HRTimeline
Sunbelt Securities, Inc.4,870$202K0.02%-12,97513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,589$190K0.01%013F-HRTimelineGroup
Evergreen Private Wealth LLC3,547$147K0.07%013F-HRTimeline
LANARK FINANCIAL, INC.3,421$141K0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC2,962$123K0.04%-4,97513F-HRTimeline
PFS Partners, LLC2,872$119K0.06%013F-HRTimeline
COMERICA BANK2,500$104K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC2,027$84.1K0.01%013F-HRTimeline
Wagner Wealth Management, LLC2,000$82.9K0.02%013F-HRTimeline
ORG Partners LLC1,300$54K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,178$49K<0.01%+40313F-HRTimelineGroup
Financial Network Wealth Advisors LLC839$34.8K0.05%+54213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN500$20.7K<0.01%+14113F-HRTimelineGroup
Allworth Financial LP477$19.5K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.345$14.3K0.01%-13913F-HRTimeline
Clearstead Advisors, LLC326$13.5K<0.01%new13F-HRTimeline
Caldwell Trust Co158$6.55K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC104$4.31K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC64$2.65K<0.01%-113F-HRTimelineGroup
Keystone Financial Group, Inc.19$789<0.01%-7,85913F-HRTimeline
ROTHSCHILD INVESTMENT LLC16$664<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3$124<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,48113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.