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Disclosery

PJUL INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

269 managers (269 13F filers) reported a position in PJUL shares at 2025-12-31, 18,542,573 shares in all. 20 filers opened a position and 20 filers sold out during the quarter.

Managers
269
13F filers
269
New
20
Added
44
Reduced
102
Sold out
20
Shares held by filers
18,542,573

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,513$302K<0.01%+5,71113F-HRTimelineGroup
ATX Financial Planning, LLC6,480$301K0.23%13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC6,378$296K0.08%+313F-HRTimeline
Buska Wealth Management, LLC6,256$290K0.11%-61613F-HRTimeline
Financial Network Wealth Advisors LLC6,185$287K0.3%+25513F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV6,153$286K0.18%13F-HRTimeline
Sequoia Financial Advisors, LLC5,941$276K<0.01%-1,14013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,902$274K0.01%013F-HRTimelineGroup
MITCHELL CAPITAL MANAGEMENT CO5,901$274K0.05%013F-HRTimeline
Ballast Rock Private Wealth LLC5,809$270K0.17%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,748$267K0.03%013F-HRTimeline
Sequent Planning LLC5,700$265K0.07%-1,11213F-HRTimeline
Pacific Park Financial, Inc.5,692$264K0.17%13F-HRTimeline
Ausdal Financial Partners, Inc.5,638$262K0.01%+30613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,598$260K0.01%-23613F-HRTimelineGroup
CITY HOLDING CO5,575$259K0.03%-2013F-HRTimeline
Clearstead Advisors, LLC5,479$254K<0.01%013F-HRTimeline
IHT Wealth Management, LLC5,428$252K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.5,400$251K0.08%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,388$250K0.02%013F-HRTimeline
Goldstein Advisors, LLC5,357$249K0.03%new13F-HRTimeline
Visionary Wealth Advisors5,317$247K0.01%-1,44913F-HRTimeline
Clay Northam Wealth Management, LLC5,310$247K0.14%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.5,245$244K0.04%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.5,224$243K0.11%013F-HRTimeline
Frisch Financial Group, Inc.5,213$242K0.05%013F-HRTimeline
Advyzon Investment Management, LLC5,158$239K0.03%+21113F-HRTimeline
Advance Capital Management, Inc.5,105$237K0.01%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,085$236K0.06%-17513F-HRTimeline
Stirlingshire Investments, Inc.4,874$226K0.2%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,871$226K<0.01%-713F-HRTimeline
Waterloo Capital, L.P.4,541$211K0.02%-21613F-HRTimeline
Opus Financial Solutions LLC4,530$210K0.2%13F-HRTimeline
WealthShield Partners, LLC4,504$209K0.02%013F-HRTimeline
William Mack & Associates, Inc.4,500$209K0.1%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC4,491$209K0.14%013F-HRTimeline
AdvisorNet Financial, Inc4,460$207K0.01%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,452$207K0.01%-10,19913F-HRTimeline
Avantax Planning Partners, Inc.4,429$206K0.01%-52613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,988$185K0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC3,243$151K<0.01%013F-HRTimeline
Integrity Financial Corp /WA3,139$146K0.07%013F-HRTimeline
Capital Investment Advisory Services, L…2,636$122K0.01%013F-HRTimeline
RED REEF ADVISORS LLC2,517$117K0.12%13F-HRTimeline
Geneos Wealth Management Inc.2,422$112K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,296$107K<0.01%+1,86213F-HRTimelineGroup
PFS Partners, LLC2,157$100K0.05%013F-HRTimeline
Wagner Wealth Management, LLC2,000$92.9K0.02%013F-HRTimeline
AlphaCore Capital LLC1,900$88.2K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC1,784$82.8K0.04%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…1,701$79K0.05%-88813F-HRTimeline
Parallel Advisors, LLC1,385$64.3K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,179$54.7K<0.01%-1,80713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,117$51.9K<0.01%+1,00413F-HRTimelineGroup
Bernard Wealth Management Corp.1,082$50.2K0.02%013F-HRTimeline
Whipplewood Advisors, LLC893$41.5K0.03%013F-HRTimeline
Compass Financial Services Inc841$39K0.02%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC615$28.6K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY583$27.1K<0.01%013F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…551$25.6K<0.01%013F-HR/ATimelineGroup
Sunbelt Securities, Inc.543$25.2K<0.01%+19813F-HRTimeline
Archer Investment Corp495$23K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…319$14.8K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC248$11.5K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates228$10.6K<0.01%-12613F-HRTimeline
Larson Financial Group LLC190$8.82K<0.01%013F-HRTimeline
Global Retirement Partners, LLC150$6.96K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC35$1.62K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27$1.25K<0.01%+113F-HRTimeline