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Disclosery

PJUL INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

237 managers (237 13F filers) reported a position in PJUL shares at 2025-06-30, 17,332,075 shares in all. 17 filers opened a position and 21 filers sold out during the quarter.

Managers
237
13F filers
237
New
17
Added
71
Reduced
78
Sold out
21
Shares held by filers
17,332,075

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
Avantax Planning Partners, Inc.4,955$217K0.01%new13F-HRTimeline
Waterloo Capital, L.P.4,757$209K0.02%new13F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO4,551$201K0.04%-1,64913F-HRTimeline
AdvisorNet Financial, Inc4,460$196K0.01%-14,17613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,988$175K0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,862$169K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC3,243$142K<0.01%013F-HRTimeline
Integrity Financial Corp /WA3,139$138K0.07%013F-HRTimeline
WealthShield Partners, LLC2,612$115K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,429$107K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.2,422$106K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,296$101K0.01%013F-HRTimeline
Wagner Wealth Management, LLC2,000$87.7K0.02%013F-HRTimeline
AlphaCore Capital LLC1,900$83.3K<0.01%013F-HRTimeline
PFS Partners, LLC1,579$69.2K0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,458$63.9K<0.01%013F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC1,200$52.6K0.04%13F-HRTimeline
Whipplewood Advisors, LLC893$39.2K0.02%-29,15413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC884$38.8K<0.01%013F-HRTimelineGroup
Compass Financial Services Inc841$36.9K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN802$35.2K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC615$27K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…590$25.9K<0.01%new13F-HRTimelineGroup
Archer Investment Corp495$21.7K0.01%013F-HRTimeline
Bernard Wealth Management Corp.481$21.1K0.01%+33213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…472$20.7K0.01%013F-HRTimeline
Keystone Financial Group, Inc.350$15.4K0.01%013F-HRTimeline
Sunbelt Securities, Inc.345$14.2K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…319$14K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC190$8.33K<0.01%013F-HRTimeline
Caldwell Trust Co162$7.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC150$6.58K<0.01%13F-HRTimeline
Sterling Capital Management LLC94$4.12K<0.01%013F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC52$2.28K<0.01%013F-HRTimeline
Brooklyn Investment Group49$2.15K<0.01%new13F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC26$1.14K<0.01%-52113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.