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Disclosery

PJUL INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

258 managers (258 13F filers) reported a position in PJUL shares at 2024-12-31, 17,134,839 shares in all. 17 filers opened a position and 15 filers sold out during the quarter.

Managers
258
13F filers
258
New
17
Added
32
Reduced
110
Sold out
15
Shares held by filers
17,134,839

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Sequoia Financial Advisors, LLC5,416$223K<0.01%013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,402$222K0.01%new13F-HRTimelineGroup
Avantax Planning Partners, Inc.5,370$221K0.01%-51913F-HRTimeline
Arete Wealth Advisors, LLC5,357$221K0.02%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,260$217K0.07%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC5,245$216K0.04%013F-HRTimeline
LEIGH BALDWIN & CO., LLC5,200$214K0.18%13F-HR/ATimeline
Betterment LLC5,185$213K<0.01%-2,56613F-HRTimeline
WEALTHGARDEN F.S. LLC5,160$212K0.2%-4,18313F-HRTimeline
Advance Capital Management, Inc.5,105$210K0.01%013F-HRTimeline
Waterloo Capital, L.P.4,904$202K0.02%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.4,437$183K0.03%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,988$164K0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,862$159K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC3,243$134K<0.01%013F-HRTimeline
Integrity Financial Corp /WA3,139$129K0.07%013F-HRTimeline
Legacy Investment Solutions, LLC2,564$107K0.07%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,564$107K0.07%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,429$100K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.2,422$99.7K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,359$97.1K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…2,321$95.6K0.01%013F-HRTimeline
Wagner Wealth Management, LLC2,000$82.3K0.02%013F-HRTimeline
AlphaCore Capital LLC1,900$78.2K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC1,694$69.7K0.13%-4,13113F-HRTimeline
Noble Wealth Management PBC1,650$67.9K0.05%13F-HRTimeline
Sugar Maple Asset Management, LLC1,630$67.1K0.05%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,473$60.6K<0.01%013F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC1,200$49.4K0.04%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,107$46.3K<0.01%+40413F-HRTimeline
UBS Group AGin group UBS Group AG1,092$45K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,018$41.9K<0.01%-44113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC984$40.5K<0.01%new13F-HRTimelineGroup
Whipplewood Advisors, LLC893$36.8K0.02%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN802$33K<0.01%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC793$32.6K<0.01%13F-HRTimeline
Castleview Partners, LLC618$25.4K0.01%013F-HR/ATimeline
EVERMAY WEALTH MANAGEMENT LLC615$25.3K<0.01%013F-HRTimeline
Empowered Funds, LLC573$23.6K<0.01%new13F-HRTimeline
Archer Investment Corp495$20.4K0.01%013F-HRTimeline
Clearstead Advisors, LLC353$14.5K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.345$14.2K<0.01%013F-HRTimeline
WealthShield Partners, LLC341$14K<0.01%-1,50013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…319$13.1K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC244$10K<0.01%+19413F-HR/ATimelineGroup
INVESTMENT MANAGEMENT CORP /VA/ /ADV217$8.93K0.01%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA204$8K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC190$7.82K<0.01%013F-HRTimeline
Caldwell Trust Co162$6.67K<0.01%013F-HRTimeline
Global Retirement Partners, LLC150$6.18K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.149$6.13K<0.01%13F-HR/ATimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC113$4.57K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101$4.18K<0.01%-3,52813F-HRTimelineGroup
Sterling Capital Management LLC94$3.87K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.60$2.47K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC52$2.14K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC26$1.07K<0.01%new13F-HRTimelineGroup
TSFG, LLC17$1K<0.01%013F-HRTimeline