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Disclosery

PJUL INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

241 managers (241 13F filers) reported a position in PJUL shares at 2025-03-31, 16,510,606 shares in all. 11 filers opened a position and 24 filers sold out during the quarter.

Managers
241
13F filers
241
New
11
Added
37
Reduced
115
Sold out
24
Shares held by filers
16,510,606

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
INTEGRAL INVESTMENT ADVISORS, INC.5,260$211K0.07%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC5,245$211K0.05%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,116$206K<0.01%new13F-HRTimelineGroup
Advance Capital Management, Inc.5,105$205K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.4,437$178K0.03%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,988$160K0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,862$155K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC3,243$130K<0.01%013F-HRTimeline
Integrity Financial Corp /WA3,139$126K0.07%013F-HRTimeline
WealthShield Partners, LLC2,612$105K0.01%+2,27113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,429$97.6K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.2,422$97.3K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,296$92.3K0.01%-2513F-HRTimeline
Wagner Wealth Management, LLC2,000$80.4K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC1,905$76.6K0.1%+21113F-HRTimeline
AlphaCore Capital LLC1,900$76.4K0.01%013F-HRTimeline
NorthRock Partners, LLC1,685$67.7K<0.01%new13F-HRTimeline
Noble Wealth Management PBC1,650$66.3K0.05%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,458$58.6K<0.01%-4,39413F-HRTimelineGroup
Whipplewood Advisors, LLC30,047$35.9K0.03%+29,15413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC884$35.5K<0.01%-10013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC855$34.4K<0.01%+61113F-HR/ATimelineGroup
Compass Financial Services Inc841$33.8K0.02%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN802$32.2K<0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC793$31.9K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP785$31.5K<0.01%new13F-HR/ATimelineGroup
EVERMAY WEALTH MANAGEMENT LLC615$24.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC547$22K<0.01%-47113F-HRTimeline
Archer Investment Corp495$19.9K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…472$19K0.01%-8,68913F-HRTimeline
Clearstead Advisors, LLC353$14.2K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.350$14.1K0.01%-12,73313F-HRTimeline
Sunbelt Securities, Inc.345$13.9K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…319$12.8K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC190$7.64K<0.01%013F-HRTimeline
Caldwell Trust Co162$6.51K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.149$5.99K<0.01%013F-HRTimeline
Sterling Capital Management LLC94$3.78K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC52$2.09K<0.01%013F-HRTimeline
TSFG, LLC17$1K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,10713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.