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Disclosery

PJUL INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

271 managers (271 13F filers) reported a position in PJUL shares at 2026-03-31, 17,024,642 shares in all. 21 filers opened a position and 20 filers sold out during the quarter.

Managers
271
13F filers
271
New
21
Added
36
Reduced
137
Sold out
20
Shares held by filers
17,024,642

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Galvin, Gaustad & Stein, LLC6,347$292K0.02%-2,36713F-HRTimeline
Cornerstone Wealth Group, LLC5,951$283K0.02%-1,70013F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV6,153$283K0.18%013F-HRTimeline
Delta Investment Management, LLC6,146$283K0.05%-5,35513F-HRTimeline
Financial Network Wealth Advisors LLC5,993$275K0.28%-19213F-HRTimeline
ATX Financial Planning, LLC5,925$272K0.21%-55513F-HRTimeline
NorthCrest Asset Manangement, LLC5,837$270K0.01%-2,48513F-HRTimeline
OLD MISSION CAPITAL LLC5,857$269K0.01%-33,99013F-HRTimeline
Sequoia Financial Advisors, LLC5,856$269K<0.01%-8513F-HRTimeline
Ausdal Financial Partners, Inc.5,831$268K0.01%+19313F-HRTimeline
Commerce Advisors, LLC5,825$268K0.23%13F-HRTimeline
HFG Wealth Management, LLC5,820$268K0.15%-96513F-HRTimeline
MGO ONE SEVEN LLC5,757$265K0.01%-4,55513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,748$264K0.03%013F-HRTimeline
Sequent Planning LLC5,675$261K0.06%-2513F-HRTimeline
Ballast Rock Private Wealth LLC5,674$261K0.14%-13513F-HRTimeline
CITY HOLDING CO5,590$257K0.03%+1513F-HRTimeline
Buska Wealth Management, LLC5,573$256K0.1%-68313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,508$253K0.01%-9013F-HRTimelineGroup
Clearstead Advisors, LLC5,479$252K<0.01%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC5,454$251K0.07%-5,33913F-HRTimeline
IHT Wealth Management, LLC5,428$250K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.5,400$248K0.08%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,388$248K0.02%013F-HRTimeline
Goldstein Advisors, LLC5,357$246K0.03%013F-HRTimeline
Visionary Wealth Advisors5,317$244K0.01%013F-HRTimeline
Clay Northam Wealth Management, LLC5,310$244K0.14%013F-HRTimeline
Advance Capital Management, Inc.5,105$235K0.01%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,085$234K0.06%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.5,020$231K0.04%-22513F-HRTimeline
BridgePort Financial Solutions, LLC4,965$228K0.06%new13F-HRTimeline
Blue Sky Capital Consultants Group, Inc.4,863$224K0.11%-36113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,860$223K<0.01%-1113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,830$222K<0.01%new13F-HRTimelineGroup
Advyzon Investment Management, LLC4,818$221K0.02%-34013F-HRTimeline
Pacific Park Financial, Inc.4,751$218K0.14%-94113F-HRTimeline
WealthShield Partners, LLC4,504$207K0.02%013F-HRTimeline
William Mack & Associates, Inc.4,500$207K0.12%013F-HRTimeline
AdvisorNet Financial, Inc4,460$205K0.01%013F-HRTimeline
Avantax Planning Partners, Inc.4,429$204K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,988$183K0.01%013F-HRTimelineGroup
TopTier Wealth Management, LLC3,957$182K0.11%new13F-HRTimeline
SIGNATUREFD, LLC3,243$149K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,636$121K0.01%013F-HRTimeline
RED REEF ADVISORS LLC2,517$116K0.12%013F-HRTimeline
Geneos Wealth Management Inc.2,422$111K<0.01%013F-HRTimeline
PFS Partners, LLC2,142$98.5K0.05%-1513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,123$96K<0.01%-17313F-HR/ATimelineGroup
Wagner Wealth Management, LLC2,000$91.9K0.02%013F-HRTimeline
AlphaCore Capital LLC1,900$87.3K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,659$76.3K0.05%-4213F-HRTimeline
PlanVest Financial, Inc1,506$69.2K0.05%13F-HRTimeline
Integrity Financial Corp /WA1,454$66.8K0.03%-1,68513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,200$55.2K0.04%-3,29113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…939$43.2K<0.01%-4,96313F-HR/ATimelineGroup
Bernard Wealth Management Corp.903$41.5K0.02%-17913F-HRTimeline
Whipplewood Advisors, LLC893$41K0.02%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC615$28.3K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC600$27.6K<0.01%-51713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY583$26.8K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…551$25.3K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.543$25K<0.01%013F-HRTimeline
Archer Investment Corp495$22.8K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…319$14.7K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…299$13.7K<0.01%new13F-HRTimelineGroup
JDM Financial Group LLC248$11.4K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates228$10.5K<0.01%013F-HRTimeline
Larson Financial Group LLC190$8.73K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC74$3.4K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC35$1.61K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27$1.24K<0.01%013F-HRTimeline