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Disclosery

PJUL INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

263 managers (264 13F filers) reported a position in PJUL shares at 2026-06-30, 17,493,995 shares in all. 18 filers opened a position and 23 filers sold out during the quarter.

Managers
263
13F filers
264
New
18
Added
72
Reduced
101
Sold out
23
Shares held by filers
17,493,995

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Ausdal Financial Partners, Inc.5,896$288K0.01%+6513F-HRTimeline
Ashton Thomas Private Wealth, LLC5,871$287K0.01%-65713F-HRTimeline
Sequoia Financial Advisors, LLC5,856$286K<0.01%013F-HRTimeline
Commerce Advisors, LLC5,825$284K0.15%013F-HRTimeline
MGO ONE SEVEN LLC5,757$281K<0.01%013F-HRTimeline
Sequent Planning LLC5,743$280K0.06%+6813F-HRTimeline
Cape Investment Advisory, Inc.5,700$278K0.07%+30013F-HRTimeline
Ballast Rock Private Wealth LLC5,674$277K0.13%013F-HRTimeline
Retirement Planning Group, LLC5,672$277K0.01%-1,26213F-HRTimeline
CITY HOLDING CO5,560$271K0.03%-3013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,545$270K<0.01%+3,42213F-HRTimelineGroup
Visionary Wealth Advisors5,521$269K0.01%+20413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,508$269K<0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC5,428$265K0.01%013F-HRTimeline
Goldstein Advisors, LLC5,357$261K0.02%013F-HRTimeline
Delta Investment Management, LLC5,343$261K0.04%-80313F-HRTimeline
Clay Northam Wealth Management, LLC5,310$259K0.13%013F-HRTimeline
CALTON & ASSOCIATES, INC.5,350$258K0.04%new13F-HRTimeline
Advyzon Investment Management, LLC5,144$251K0.02%+32613F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,085$248K0.05%013F-HRTimeline
Buska Wealth Management, LLC5,036$246K0.09%-53713F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.5,020$245K0.03%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.4,980$243K0.1%+11713F-HRTimeline
BridgePort Financial Solutions, LLC4,965$242K0.06%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,846$237K<0.01%-1413F-HRTimeline
Advance Capital Management, Inc.4,832$236K0.01%-27313F-HRTimeline
Pacific Park Financial, Inc.4,624$226K0.13%-12713F-HRTimeline
William Mack & Associates, Inc.4,500$220K0.08%013F-HRTimeline
Avantax Planning Partners, Inc.4,429$216K0.01%013F-HRTimeline
Truepoint, Inc.4,322$211K<0.01%new13F-HRTimeline
Occidental Asset Management, LLC4,308$210K0.02%new13F-HRTimeline
Modern Wealth Management, LLC4,186$204K<0.01%new13F-HRTimeline
Plotkin Financial Advisors, LLC4,177$204K0.08%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,055$198K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,988$195K0.01%013F-HRTimelineGroup
WealthShield Partners, LLC3,733$182K0.03%-77113F-HRTimeline
EP Wealth Advisors, LLC3,393$166K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC3,346$163K<0.01%-2,13313F-HRTimeline
SIGNATUREFD, LLC3,243$158K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,636$129K0.01%013F-HRTimeline
RED REEF ADVISORS LLC2,517$123K0.11%013F-HRTimeline
PFS Partners, LLC2,142$105K0.04%013F-HRTimeline
Wagner Wealth Management, LLC2,000$97.6K0.02%013F-HRTimeline
AlphaCore Capital LLC1,900$92.7K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,659$81K0.04%013F-HRTimeline
PlanVest Financial, Inc1,506$73.5K0.05%013F-HRTimeline
Integrity Financial Corp /WA1,454$71K0.03%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,200$58.6K0.04%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY946$46.2K<0.01%+36313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…939$45.8K<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.871$42.5K0.02%-3213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC615$30K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…551$26.9K<0.01%013F-HRTimelineGroup
Archer Investment Corp495$24.2K<0.01%013F-HR/ATimeline
UBS Group AGin group UBS Group AG277$13.5K<0.01%new13F-HRTimelineGroup
JDM Financial Group LLC248$12.1K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC197$9.79K<0.01%13F-HRTimeline
Larson Financial Group LLC190$9.27K<0.01%013F-HRTimeline
Global Retirement Partners, LLC150$7.32K<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…109$5.32K<0.01%-19013F-HRTimelineGroup
IAG Wealth Partners, LLC74$3.61K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC35$1.71K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27$1.32K<0.01%013F-HRTimeline