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Disclosery

PJAN INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

246 managers (247 13F filers) reported a position in PJAN shares at 2025-06-30, 22,132,431 shares in all. 18 filers opened a position and 17 filers sold out during the quarter.

Managers
246
13F filers
247
New
18
Added
57
Reduced
96
Sold out
17
Shares held by filers
22,132,431

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
DRIVE WEALTH MANAGEMENT, LLC5,973$263K0.06%new13F-HRTimeline
Compass Ion Advisors, LLC5,931$261K0.03%013F-HRTimeline
Kingsview Wealth Management, LLC5,850$258K<0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,818$256K0.01%013F-HRTimeline
Collaborative Wealth Managment Inc.5,772$254K0.11%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,724$252K0.02%013F-HRTimeline
Madison Wealth Partners, Inc5,715$252K0.05%013F-HRTimeline
Sovereign Financial Group, Inc.5,700$251K0.05%-29713F-HRTimeline
BAILARD, INC.5,650$249K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.5,523$243K0.24%-1,43013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,505$242K<0.01%013F-HRTimelineGroup
Betterment LLC5,469$241K<0.01%-11813F-HRTimeline
Three Seasons Wealth, LLC5,398$238K0.03%013F-HRTimeline
MMA ASSET MANAGEMENT LLC5,393$238K0.09%013F-HRTimeline
Foundations Investment Advisors, LLC5,326$235K<0.01%+15113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,112$225K0.01%013F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.5,080$224K0.06%013F-HRTimeline
Fragasso Financial Advisors Inc5,022$221K0.01%013F-HRTimeline
Garden State Investment Advisory Servic…4,886$215K0.06%-43513F-HRTimeline
IHT Wealth Management, LLC4,756$210K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,730$208K<0.01%new13F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC4,611$203K0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,589$202K0.01%013F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC4,275$188K0.16%13F-HRTimeline
Evergreen Private Wealth LLC3,547$156K0.07%013F-HRTimeline
LANARK FINANCIAL, INC.3,421$150K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC3,033$134K0.16%+2,19413F-HRTimeline
PFS Partners, LLC2,872$127K0.06%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,639$116K<0.01%new13F-HRTimelineGroup
COMERICA BANK2,500$110K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC2,000$88.1K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,178$52K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,032$44.4K<0.01%+70613F-HRTimeline
ORG Partners LLC1,000$44K0.01%-30013F-HRTimeline
Allworth Financial LP477$21K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC445$19.6K<0.01%+38113F-HRTimelineGroup
AMERIFLEX GROUP, INC.345$15.1K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.319$14.1K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…304$13.4K<0.01%new13F-HRTimelineGroup
Caldwell Trust Co158$6.96K<0.01%013F-HRTimeline
Brooklyn Investment Group114$5.02K<0.01%new13F-HR/ATimeline
Kiker Wealth Management, LLC104$4.58K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.19$842<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC16$705<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3$132<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.