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Disclosery

PJUL INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

253 managers (253 13F filers) reported a position in PJUL shares at 2025-09-30, 21,051,384 shares in all. 30 filers opened a position and 14 filers sold out during the quarter.

Managers
253
13F filers
253
New
30
Added
100
Reduced
67
Sold out
14
Shares held by filers
21,051,384

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Clearstead Advisors, LLC5,479$250K<0.01%new13F-HRTimeline
IHT Wealth Management, LLC5,428$248K0.01%-23513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,388$246K0.02%-59513F-HRTimeline
Betterment LLC5,361$244K<0.01%-5913F-HRTimeline
Ausdal Financial Partners, Inc.5,332$243K0.01%new13F-HRTimeline
Clay Northam Wealth Management, LLC5,310$242K0.14%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,260$240K0.06%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.5,245$239K0.04%13F-HRTimeline
Blue Sky Capital Consultants Group, Inc.5,224$238K0.1%-3,59713F-HRTimeline
Frisch Financial Group, Inc.5,213$238K0.06%new13F-HRTimeline
Advance Capital Management, Inc.5,105$233K0.01%013F-HRTimeline
Belpointe Asset Management LLC5,001$228K0.01%-5,11413F-HRTimeline
Avantax Planning Partners, Inc.4,955$226K0.01%013F-HRTimeline
Advyzon Investment Management, LLC4,947$226K0.04%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,878$222K<0.01%new13F-HRTimeline
Waterloo Capital, L.P.4,757$217K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,600$210K0.02%-2,75913F-HRTimeline
WealthShield Partners, LLC4,504$205K0.02%+1,89213F-HRTimeline
William Mack & Associates, Inc.4,500$205K0.11%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC4,491$205K0.14%+3,29113F-HRTimeline
AdvisorNet Financial, Inc4,460$203K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,988$182K0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC3,243$148K<0.01%013F-HRTimeline
Integrity Financial Corp /WA3,139$143K0.07%013F-HRTimeline
UBS Group AGin group UBS Group AG2,986$136K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…2,636$120K0.01%+34013F-HRTimeline
Comprehensive Financial Planning, Inc./…2,589$118K0.08%-16,03413F-HRTimeline
MMA ASSET MANAGEMENT LLC2,529$115K0.04%new13F-HRTimeline
Geneos Wealth Management Inc.2,422$110K<0.01%013F-HRTimeline
PFS Partners, LLC2,157$98.4K0.05%+57813F-HRTimeline
Wagner Wealth Management, LLC2,000$91.2K0.02%013F-HRTimeline
AlphaCore Capital LLC1,900$86.6K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,500$68.4K0.04%13F-HRTimeline
Bernard Wealth Management Corp.1,082$49.3K0.02%+60113F-HRTimeline
Whipplewood Advisors, LLC893$40.7K0.03%013F-HRTimeline
Compass Financial Services Inc841$38.4K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN802$36.6K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC615$28K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY583$26.6K<0.01%-87513F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…551$25.1K<0.01%new13F-HRTimelineGroup
Archer Investment Corp495$22.6K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO434$19.8K<0.01%new13F-HR/ATimelineGroup
Global Wealth Strategies & Associates354$16.1K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.345$15.7K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…319$14.5K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC248$11.3K<0.01%new13F-HRTimeline
Larson Financial Group LLC190$8.66K<0.01%013F-HRTimeline
Global Retirement Partners, LLC150$6.84K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC113$5.15K<0.01%new13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA91$4K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC52$2.37K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC35$1.6K<0.01%-84913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC26$1.19K<0.01%013F-HRTimeline