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Disclosery

PJUL INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

258 managers (258 13F filers) reported a position in PJUL shares at 2024-12-31, 17,134,839 shares in all. 17 filers opened a position and 15 filers sold out during the quarter.

Managers
258
13F filers
258
New
17
Added
32
Reduced
110
Sold out
15
Shares held by filers
17,134,839

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ALLIANCEBERNSTEIN L.P.3,591,080$148M0.05%-157,35913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,137,594$46.8M0.86%+153,15613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC648,374$26.7M0.04%-78,42513F-HRTimeline
Janney Montgomery Scott LLC557,926$23M0.06%+8,67613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.542,989$22.4M0.05%-47,93013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC455,105$18.7M0.01%13F-HR/ATimelineGroup
HighTower Advisors, LLC392,543$16.2M0.02%-49,90013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC369,493$15.2M<0.01%+12,92513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL356,650$14.7M0.04%-5,20513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…319,052$13.1M0.03%-30,34313F-HR/ATimeline
Cetera Investment Advisers230,367$9.48M0.02%-23,27513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC221,519$9.12M0.21%-12,31613F-HRTimeline
MML INVESTORS SERVICES, LLC219,007$9.02M0.03%+15,43213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC218,993$9.02M0.05%-181,04113F-HRTimelineGroup
NorthCoast Asset Management LLC216,564$8.92M0.04%-39,71413F-HR/ATimeline
AA Financial Advisors, LLC193,274$7.96M2.12%+14,45413F-HRTimeline
World Investment Advisors180,372$7.43M0.2%+16,70013F-HRTimeline
CoreCap Advisors, LLC177,917$7.32M0.33%-3,20013F-HRTimeline
Motiv8 Investments LLC173,556$7.15M5.01%-53,11813F-HRTimeline
HARBOUR INVESTMENTS, INC.159,421$6.56M0.19%-4,70413F-HRTimeline
Cambridge Investment Research Advisors,…153,128$6.3M0.02%-49,99213F-HRTimeline
Southland Equity Partners LLC152,156$6.26M1.46%-71413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP148,765$6.12M0.01%-3,34413F-HRTimelineGroup
MBL Wealth, LLC148,279$6.1M0.61%-2,89713F-HRTimeline
Stuart Chaussee & Associates, Inc.142,829$5.88M1.46%013F-HRTimeline
LPL Financial LLC139,508$5.74M<0.01%+4,92813F-HRTimeline
CWM, LLCin group CWM, LLC139,179$5.73M0.02%+34,59313F-HRTimelineGroup
Advisory Alpha, LLC136,766$5.63M0.2%-2,44513F-HRTimeline
FSA WEALTH PARTNERS, INC.136,457$5.62M1.32%-15,89413F-HRTimeline
Composition Wealth, LLC135,081$5.56M0.11%-5,27613F-HRTimeline
MTM FINANCIAL GROUP, LLC127,489$5.25M3.14%-1,01013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management119,328$4.91M0.07%-647,30413F-HRTimelineGroup
Global Strategic Investment Solutions, …119,281$4.91M0.57%-1,40313F-HRTimeline
Weaver Consulting Group112,080$4.61M1.42%-9,65013F-HRTimeline
Midwest Financial Network, LLC99,367$4.09M4.25%13F-HRTimeline
HFG Wealth Management, LLC99,747$4.04M2.62%-35,65313F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.94,448$3.89M0.19%-55913F-HRTimelineGroup
Beacon Pointe Advisors, LLC94,445$3.89M0.04%-25,26913F-HRTimeline
Cresset Asset Management, LLC94,038$3.87M0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS89,008$3.66M0.01%-13413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC85,773$3.53M0.08%-15213F-HRTimelineGroup
Elmwood Wealth Management, Inc.85,397$3.52M1.42%+48313F-HRTimeline
Weaver Capital Management LLC85,198$3.51M0.99%-2,14713F-HRTimeline
NewEdge Advisors, LLC85,168$3.51M0.02%+59013F-HRTimeline
Long Island Wealth Management, Inc.80,853$3.33M2.08%-2,40413F-HRTimeline
McAdam, LLC80,737$3.32M0.18%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC77,905$3.21M0.01%-3013F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC75,768$3.12M0.58%-3,48513F-HRTimeline
CENTAURUS FINANCIAL, INC.75,496$3.11M0.19%-2,27313F-HRTimeline
Catalina Capital Group, LLC71,598$2.95M0.97%-63,13413F-HRTimeline
CRA Financial Services, LLC68,900$2.84M0.49%-10013F-HRTimeline
Capasso Planning Partners LLC68,083$2.8M1.12%new13F-HRTimeline
Outlook Wealth Advisors, LLC67,253$2.77M0.8%-4,93413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC61,502$2.53M0.48%-75413F-HRTimeline
WorthPointe, LLC59,777$2.46M1.02%013F-HRTimeline
Foundations Investment Advisors, LLC59,324$2.44M0.05%+2,45713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management59,019$2.43M0.08%-3,00513F-HRTimelineGroup
CORRADO ADVISORS, LLC58,953$2.43M1.58%-2,91513F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…57,613$2.37M1.01%13F-HRTimeline
Orion Porfolio Solutions, LLC56,016$2.31M0.02%+2,52013F-HRTimeline
Orion Portfolio Solutions, LLC56,016$2.31M0.02%+2,52013F-HRTimeline
OneDigital Investment Advisors LLC55,691$2.29M0.03%+2,94813F-HRTimeline
Atria Wealth Solutions, Inc.55,045$2.27M0.02%-10,18013F-HRTimeline
BCS Wealth Management54,805$2.26M0.56%-3,46413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC54,652$2.25M0.07%+3,00613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth49,662$2.04M0.01%-69913F-HR/ATimelineGroup
IFP Advisors, Inc46,235$1.9M0.06%+1,10013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …46,185$1.9M0.45%013F-HRTimelineGroup
Diligent Investors, LLC45,089$1.86M0.43%-1,08013F-HRTimeline
Berkshire Money Management, Inc.44,137$1.82M0.2%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.43,212$1.78M0.01%-88513F-HRTimeline
Chicago Partners Investment Group LLC41,562$1.71M0.06%013F-HRTimeline
Lakeridge Wealth Management LLC41,491$1.71M0.88%013F-HRTimeline
Jacobi Capital Management LLC40,652$1.67M0.12%013F-HRTimeline
ARS Wealth Advisors Group, LLC40,633$1.67M0.23%-25713F-HRTimeline
AE Wealth Management LLC37,967$1.56M0.01%-47,32413F-HRTimeline
MAI Capital Management35,716$1.47M0.01%-87,09013F-HRTimeline
Patriot Financial Group Insurance Agenc…34,994$1.44M0.19%-77613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC34,788$1.43M0.06%-4,28913F-HRTimelineGroup
Trek Financial, LLC34,519$1.42M0.11%-1,64713F-HRTimeline
Bison Wealth, LLC33,917$1.4M0.17%13F-HRTimeline
Keystone Wealth Services, LLC32,290$1.33M0.35%-2,92513F-HRTimeline
ODonnell Financial Services, LLC32,972$1.33M0.56%-2813F-HRTimeline
Encompass More Asset Management31,013$1.28M0.42%+13,62913F-HRTimeline
Bedel Financial Consulting, Inc.30,190$1.26M0.18%-12813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…30,653$1.26M0.02%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV30,526$1.26M0.09%+55113F-HRTimeline
Cardinal Point Capital Management ULC30,355$1.25M0.2%-2,64013F-HRTimeline
Kingsview Wealth Management, LLC29,906$1.23M0.02%-2,89013F-HRTimeline
Chris Bulman Inc29,662$1.22M0.78%-8,04013F-HRTimeline
WEALTH ALLIANCE, LLC29,165$1.2M0.14%-3,40513F-HRTimeline
HBW ADVISORY SERVICES LLC28,584$1.18M0.12%+8913F-HRTimeline
GILL CAPITAL PARTNERS, LLC27,682$1.14M0.41%-3013F-HRTimeline
Fragasso Financial Advisors Inc27,134$1.12M0.09%013F-HRTimeline
TOWNSQUARE CAPITAL LLC26,892$1.11M0.01%-113,47013F-HRTimeline
Castle Rock Wealth Management, LLC26,220$1.1M0.26%-65613F-HRTimeline
Strategic Blueprint, LLC26,429$1.09M0.06%-31,01913F-HRTimeline
Kearns & Associates LLC25,755$1.06M0.69%013F-HRTimeline
FSA Advisors, Inc.25,738$1.04M1.27%-1,28013F-HRTimeline
Continuum Advisory, LLC25,174$1.04M0.13%+14913F-HRTimeline
Delta Investment Management, LLC24,769$1.02M0.2%-1,74313F-HRTimeline
Advisory Services Network, LLC23,962$987K0.02%+12,13113F-HRTimeline
U.S. Capital Wealth Advisors, LLC23,619$972K0.03%+1,47813F-HRTimeline
RFG Advisory, LLC23,306$960K0.03%-40,65813F-HRTimeline
Bellwether Advisors, LLC23,083$950K0.17%013F-HRTimeline
Compass Advisory Group LLC22,777$938K0.34%-5,22013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO22,461$925K0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC21,999$906K0.03%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,786$897K0.01%-1,62413F-HRTimelineGroup
Koshinski Asset Management, Inc.20,305$836K0.08%+20013F-HRTimeline
Valmark Advisers, Inc.20,197$832K0.01%-17313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,587$806K<0.01%-60,06613F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC19,338$793K0.17%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC19,190$790K0.25%-7,00013F-HRTimeline
XML Financial, LLC18,849$776K0.07%-413F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC18,750$772K0.2%-52513F-HRTimeline
Sugarloaf Wealth Management, LLC18,605$766K0.14%013F-HRTimeline
Nikulski Financial, Inc.18,605$766K0.23%013F-HRTimeline
Orion Capital Management LLC18,577$765K0.34%013F-HRTimeline
Comprehensive Financial Planning, Inc./…18,395$757K0.64%13F-HRTimeline
AdvisorNet Financial, Inc18,384$757K0.06%013F-HRTimeline
NBZ Investment Advisors LLC18,352$756K0.42%13F-HRTimeline
Vantage Point Financial LLC17,606$725K0.39%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17,605$725K0.06%-60013F-HRTimeline
WPWealth LLP17,603$725K0.15%-12,34513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC17,448$718K0.06%+3,46113F-HRTimeline
Triad Wealth Partners, LLC17,034$701K0.25%new13F-HRTimeline
Steward Partners Investment Advisory, L…16,036$660K0.01%-2,00013F-HRTimeline
DHJJ Financial Advisors, Ltd.15,371$633K0.25%-5913F-HRTimeline
SageView Advisory Group, LLC15,337$631K0.03%-9,96113F-HRTimeline
Schulz Wealth, LTD.14,831$611K0.47%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,603$601K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC14,622$601K0.2%13F-HRTimeline
Quest 10 Wealth Builders, Inc.14,595$601K0.6%13F-HRTimeline
Cornerstone Wealth Group, LLC14,538$599K0.05%013F-HRTimeline
Certified Advisory Corp13,931$574K0.06%-16013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC13,800$568K0.01%-8,18213F-HRTimelineGroup
Arax Advisory Partners13,652$562K0.04%+16913F-HRTimeline
Focus Financial Network, Inc.13,592$560K0.02%-2,21313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,250$546K<0.01%-25,26013F-HRTimelineGroup
Horizon Investments, LLC13,130$541K0.02%+3,14113F-HRTimeline
Keystone Financial Group, Inc.13,083$539K0.44%13F-HRTimeline
ALTFEST L J & CO INC12,876$530K0.07%-42013F-HRTimeline
Lineweaver Wealth Advisors, LLC12,677$522K0.1%013F-HRTimeline
Mariner, LLCin group Mariner, LLC12,607$519K<0.01%013F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC12,503$515K0.3%-2,55013F-HRTimeline
Sigma Planning Corp12,495$514K0.02%-2,08013F-HRTimeline
Visionary Wealth Advisors12,425$512K0.03%-17313F-HRTimeline
Ascent Wealth Partners, LLC12,415$511K0.07%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC12,273$505K0.19%-28913F-HRTimeline
Modern Wealth Management, LLC12,171$501K0.02%013F-HR/ATimeline
Farther Finance Advisors, LLC12,105$498K0.02%+3,98013F-HRTimeline
Per Stirling Capital Management, LLC.11,993$494K0.07%+37813F-HRTimeline
Mutual Advisors, LLC11,897$493K0.01%-29313F-HRTimeline
City Center Advisors, LLC11,774$485K0.54%-7213F-HRTimeline
Alliance Wealth Advisors, LLC11,200$461K0.26%013F-HRTimeline
TWO SIGMA SECURITIES, LLC11,168$460K0.08%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,038$454K<0.01%new13F-HRTimeline
Sovran Advisors, LLC10,914$448K0.06%13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,869$447K0.09%013F-HRTimeline
LaSalle St. Investment Advisors, LLC10,873$447K0.14%-14713F-HRTimeline
PFG Advisors10,454$430K0.03%-1,18613F-HRTimeline
NorthCrest Asset Manangement, LLC10,429$429K0.01%013F-HR/ATimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,158$418K<0.01%013F-HRTimelineGroup
Lantz Financial LLC10,022$413K0.11%013F-HRTimeline
Avior Wealth Management, LLC10,016$412K0.02%-1,74813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,983$411K<0.01%+26613F-HRTimelineGroup
Buska Wealth Management, LLC9,875$407K0.13%-2,80613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,817$404K0.01%-5,55413F-HRTimelineGroup
Range Financial Group LLC9,654$397K0.18%-10713F-HRTimeline
Clear Point Advisors Inc.9,245$381K0.33%-80013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…9,161$377K0.11%013F-HRTimeline
Vishria Bird Financial Group, LLC8,851$364K0.13%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,726$359K0.03%013F-HRTimeline
Allworth Financial LP8,327$348K<0.01%+28413F-HRTimeline
Frisch Financial Group, Inc.8,456$348K0.11%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.8,400$346K0.22%013F-HRTimeline
OLD MISSION CAPITAL LLC7,938$327K0.01%-17,94713F-HRTimeline
Tradition Wealth Management, LLC7,648$315K0.03%-40013F-HRTimeline
Three Seasons Wealth, LLC7,624$314K0.15%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,572$310K0.02%-8513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED7,463$307K0.03%-14,86513F-HRTimeline
RETIREMENT GUYS FORMULA LLC7,163$295K0.15%013F-HRTimeline
CITY HOLDING CO6,977$287K0.04%013F-HRTimeline
Clay Northam Wealth Management, LLC6,810$280K0.18%013F-HRTimeline
Dakota Wealth Management6,493$267K0.01%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC6,430$265K0.09%-106,68013F-HRTimeline
B. Riley Wealth Advisors, Inc.6,365$262K0.01%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO6,200$255K0.04%013F-HRTimeline
IHT Wealth Management, LLC6,045$249K0.01%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,983$246K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,970$246K0.01%013F-HRTimelineGroup
Belpointe Asset Management LLC6,103$243K0.01%013F-HRTimeline
Beacon Financial Advisory LLC5,870$242K0.08%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,852$241K<0.01%-7,94613F-HR/ATimelineGroup
Valtinson Bruner Financial Planning LLC5,848$241K0.08%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,748$237K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.5,700$235K0.09%-30013F-HRTimeline
Retirement Planning Group, LLC5,672$234K0.01%013F-HRTimeline
Jessup Wealth Management, Inc5,533$228K0.1%-19913F-HRTimeline