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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
ALLIANCEBERNSTEIN L.P.3,367,875$148M0.05%-80,31313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,370,809$60.1M0.84%+192,42713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC769,430$33.7M0.04%+76,11913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…602,335$26.5M0.04%+462,06513F-HRTimeline
Janney Montgomery Scott LLC602,915$26.4M0.07%+27,56913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC471,740$20.7M0.01%+14,36213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.446,715$19.6M0.03%-27,71813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC426,259$18.7M0.01%+100,65713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL350,501$15.4M0.04%+41113F-HRTimeline
NorthCoast Asset Management LLC314,039$13.8M0.06%+104,25013F-HRTimeline
HighTower Advisors, LLC299,346$13.1M0.02%-92,65013F-HRTimeline
LPL Financial LLC255,366$11.2M<0.01%+10,91313F-HRTimeline
CWM, LLCin group CWM, LLC254,372$11.2M0.04%+45,27313F-HRTimelineGroup
Cetera Investment Advisers245,934$10.8M0.02%-1,86013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC219,020$9.6M0.05%+11,12113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC197,255$8.65M0.02%+5,05213F-HRTimeline
AA Financial Advisors, LLC191,263$8.39M1.81%-2,90813F-HRTimeline
CoreCap Advisors, LLC191,025$8.38M0.34%+15,15013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC187,627$8.23M0.18%-9,23413F-HRTimeline
NewEdge Advisors, LLC183,319$8.04M0.04%+101,38713F-HRTimeline
Orion Porfolio Solutions, LLC171,897$7.54M0.06%+85,47313F-HR/ATimeline
Motiv8 Investments LLC171,584$7.52M4.6%-2,31013F-HRTimeline
Southland Equity Partners LLC153,164$6.72M1.47%+2,01313F-HRTimeline
Cambridge Investment Research Advisors,…152,072$6.67M0.02%+3,66013F-HRTimeline
MBL Wealth, LLC151,808$6.66M0.64%+2,11013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP150,908$6.62M0.01%+1,41313F-HRTimelineGroup
Advisory Alpha, LLC137,829$6.04M0.19%+6,68313F-HRTimeline
SageView Advisory Group, LLC134,800$6M0.23%+119,46313F-HRTimeline
HARBOUR INVESTMENTS, INC.136,506$5.99M0.15%-17,36413F-HRTimeline
Composition Wealth, LLC130,712$5.73M0.1%-3,15313F-HRTimeline
MTM FINANCIAL GROUP, LLC122,788$5.38M2.92%-3,86613F-HRTimeline
Global Strategic Investment Solutions, …122,567$5.37M0.57%-7,03613F-HRTimeline
World Investment Advisors118,841$5.21M0.12%+12,02213F-HRTimeline
Farther Finance Advisors, LLC112,424$4.93M0.1%+35,44713F-HRTimeline
Weaver Consulting Group108,098$4.74M1.31%-2,32713F-HRTimeline
Beacon Pointe Advisors, LLC101,245$4.44M0.05%+7,64313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC98,760$4.2M0.02%+20,88413F-HRTimelineGroup
Cresset Asset Management, LLC93,445$4.1M0.02%+5013F-HR/ATimeline
Midwest Financial Network, LLC90,710$3.98M3.95%-10,49013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC85,325$3.74M0.07%-44813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management81,656$3.58M0.05%-24,51713F-HRTimelineGroup
McAdam, LLC77,763$3.41M0.19%-2,34713F-HRTimeline
OneDigital Investment Advisors LLC75,358$3.3M0.04%+23,22713F-HRTimeline
Steward Partners Investment Advisory, L…72,325$3.17M0.02%+56,38913F-HRTimeline
Weaver Capital Management LLC68,291$2.99M0.74%013F-HRTimeline
Straight Path Wealth Management68,052$2.98M1.01%new13F-HRTimeline
CRA Financial Services, LLC61,623$2.7M0.41%-3,01213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC60,395$2.65M0.43%+2,08513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC59,582$2.61M0.44%-1,35113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management59,019$2.59M0.09%013F-HRTimelineGroup
WorthPointe, LLC58,028$2.54M1.07%-1,59713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC56,552$2.48M0.06%+6,18913F-HRTimelineGroup
Elmwood Wealth Management, Inc.55,904$2.45M0.97%-24,80813F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…55,289$2.43M0.95%-50413F-HRTimeline
Foundations Investment Advisors, LLC55,186$2.42M0.04%-22913F-HRTimeline
Triad Wealth Partners, LLC53,978$2.37M0.48%+25,49213F-HRTimeline
BCS Wealth Management47,847$2.1M0.45%-1,63413F-HRTimeline
Encompass More Asset Management46,444$2.04M0.48%+7,65213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth45,949$2.01M<0.01%+5,07613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC44,210$1.94M0.02%+22,43113F-HRTimelineGroup
Berkshire Money Management, Inc.44,137$1.94M0.2%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC43,967$1.93M0.15%+7,86713F-HRTimeline
Capital Square, LLC43,726$1.92M1.03%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.43,212$1.89M0.01%+1013F-HRTimeline
Long Island Wealth Management, Inc.42,315$1.86M0.96%+5,28313F-HRTimeline
IFP Advisors, Inc42,077$1.85M0.05%+68613F-HRTimeline
Chicago Partners Investment Group LLC41,355$1.84M0.05%-7,78213F-HRTimeline
Jacobi Capital Management LLC41,688$1.83M0.12%+1,03613F-HRTimeline
Outlook Wealth Advisors, LLC41,671$1.83M0.47%-61013F-HRTimeline
Horizon Investments, LLC41,256$1.81M0.03%+18,60513F-HRTimeline
Lakeridge Wealth Management LLC41,138$1.8M0.83%013F-HRTimeline
WPWealth LLP41,046$1.8M0.32%+23,44313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC40,797$1.79M0.06%-43913F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …39,665$1.74M0.38%-6,50713F-HRTimelineGroup
Diligent Investors, LLC37,086$1.63M0.39%-42113F-HRTimeline
Trek Financial, LLC36,383$1.6M0.11%+2,89913F-HRTimeline
Patriot Financial Group Insurance Agenc…35,724$1.57M0.18%+1,08013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS35,118$1.54M<0.01%-3,26813F-HRTimeline
CENTAURUS FINANCIAL, INC.35,031$1.54M0.09%-39,10613F-HRTimeline
AE Wealth Management LLC33,619$1.47M0.01%-2,71413F-HRTimeline
Cornerstone Planning Group LLC33,196$1.47M0.3%013F-HRTimeline
ARS Wealth Advisors Group, LLC32,458$1.42M0.16%-6113F-HRTimeline
Atria Wealth Solutions, Inc.32,396$1.42M0.03%-8,27813F-HRTimeline
Keystone Wealth Services, LLC32,290$1.42M0.34%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV31,606$1.39M0.1%+1,19113F-HRTimeline
Bellwether Advisors, LLC31,396$1.38M0.24%+9,64613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…30,653$1.34M0.02%013F-HRTimelineGroup
Advisory Services Network, LLC30,025$1.33M0.02%+6,15813F-HRTimeline
Bison Wealth, LLC30,322$1.33M0.11%+34313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC29,218$1.28M0.02%+15,41813F-HRTimelineGroup
ODonnell Financial Services, LLC27,755$1.22M0.47%-79013F-HRTimeline
Kingsview Wealth Management, LLC27,739$1.22M0.02%-2,16713F-HRTimeline
GILL CAPITAL PARTNERS, LLC27,682$1.21M0.39%013F-HRTimeline
Bedel Financial Consulting, Inc.27,641$1.21M0.17%-2,54913F-HRTimeline
HBW ADVISORY SERVICES LLC26,947$1.18M0.15%-1,53513F-HRTimeline
Chris Bulman Inc26,816$1.18M0.67%-2,48113F-HRTimeline
WEALTH ALLIANCE, LLC26,665$1.17M0.13%013F-HRTimeline
Castle Rock Wealth Management, LLC26,220$1.16M0.27%013F-HRTimeline
Fragasso Financial Advisors Inc26,453$1.16M0.08%013F-HRTimeline
Continuum Advisory, LLC26,162$1.15M0.14%+2,58113F-HRTimeline
Kearns & Associates LLC25,755$1.13M0.65%013F-HRTimeline
FSA Advisors, Inc.25,330$1.11M0.9%-72113F-HRTimeline
RFG Advisory, LLC24,915$1.09M0.03%-8,23313F-HRTimeline
Compass Advisory Group LLC24,012$1.05M0.33%+2,92513F-HRTimeline
Merit Financial Group, LLC23,370$1.02M0.01%new13F-HRTimeline
Cardinal Point Capital Management ULC23,348$1.02M0.08%013F-HRTimeline
PFG Advisors23,041$1.01M0.05%+13,46513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO22,461$985K0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC22,304$978K0.03%+1,00013F-HRTimeline
Vantage Point Financial LLC21,708$952K0.42%+2,96613F-HRTimeline
Wisconsin Wealth Advisors, LLC21,439$940K1.08%new13F-HRTimeline
Catalina Capital Group, LLC20,430$896K0.6%-19,54113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC19,338$848K0.15%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC19,190$841K0.23%013F-HRTimeline
Comprehensive Financial Planning, Inc./…18,623$817K0.64%+33913F-HRTimeline
Orion Capital Management LLC18,597$815K0.31%+2013F-HRTimeline
Strategic Blueprint, LLC18,588$815K0.04%-3,60413F-HRTimeline
Sigma Planning Corp18,519$812K0.02%+8,33113F-HRTimeline
Delta Investment Management, LLC17,683$775K0.15%-5613F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC17,323$760K0.19%-18713F-HRTimeline
Stuart Chaussee & Associates, Inc.17,024$747K0.17%-125,80513F-HRTimeline
XML Financial, LLC16,392$719K0.06%-2013F-HRTimeline
Nikulski Financial, Inc.16,375$718K0.2%+7013F-HRTimeline
MAI Capital Management15,964$700K<0.01%-13,33613F-HRTimeline
Dynamic Advisor Solutions LLC15,022$659K0.02%new13F-HRTimeline
Per Stirling Capital Management, LLC.14,878$652K0.09%+2,96713F-HRTimeline
Wood Tarver Financial Group, LLC14,684$643K0.19%+9713F-HRTimeline
Quest 10 Wealth Builders, Inc.14,595$640K0.62%013F-HRTimeline
DHJJ Financial Advisors, Ltd.14,452$634K0.23%+28113F-HRTimeline
Cornerstone Wealth Group, LLC14,412$632K0.05%-12613F-HRTimeline
J.W. COLE ADVISORS, INC.14,199$623K0.01%-50013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,980$613K0.04%-26813F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,807$605K0.02%-2,00113F-HRTimeline
Focus Financial Network, Inc.13,367$586K0.02%-16213F-HRTimeline
Valmark Advisers, Inc.13,155$577K0.01%013F-HRTimeline
ALTFEST L J & CO INC12,758$559K0.07%-11813F-HRTimeline
Certified Advisory Corp12,692$557K0.06%+55513F-HRTimeline
Lineweaver Wealth Advisors, LLC12,677$556K0.09%013F-HRTimeline
Schulz Wealth, LTD.12,615$553K0.41%-2,21613F-HRTimeline
Ascent Wealth Partners, LLC12,415$544K0.07%-6,89013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,210$535K<0.01%new13F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC12,013$527K0.1%+1,14413F-HRTimeline
Mariner, LLCin group Mariner, LLC11,945$524K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC11,561$514K0.01%-28513F-HRTimeline
City Center Advisors, LLC11,468$503K0.54%-90113F-HRTimeline
Pinnacle Wealth Management Group, Inc.11,390$499K0.29%+3,63513F-HRTimeline
CORRADO ADVISORS, LLC11,341$497K0.3%new13F-HRTimeline
Alliance Wealth Advisors, LLC11,200$491K0.27%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC10,935$480K0.16%-37013F-HRTimeline
Sovran Advisors, LLC10,655$468K0.05%-25913F-HRTimeline
YARGER WEALTH STRATEGIES, LLC10,247$449K0.23%-2,25613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,158$445K<0.01%013F-HR/ATimelineGroup
Belpointe Asset Management LLC10,115$444K0.02%new13F-HRTimeline
Avior Wealth Management, LLC10,016$439K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,983$438K<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.9,919$435K0.02%-2,81513F-HRTimeline
Clear Point Advisors Inc.9,245$405K0.34%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,220$404K0.01%013F-HRTimeline
HFG Wealth Management, LLC9,893$398K0.24%-3,63113F-HRTimeline
Vishria Bird Financial Group, LLC8,851$388K0.13%013F-HRTimeline
LaSalle St. Investment Advisors, LLC8,869$388K0.11%-69313F-HRTimeline
Blue Sky Capital Consultants Group, Inc.8,821$387K0.2%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,726$383K0.03%013F-HRTimeline
NorthCrest Asset Manangement, LLC8,322$366K0.01%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.8,292$364K0.02%-5613F-HRTimelineGroup
Koshinski Asset Management, Inc.8,080$354K0.03%-12,22513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,922$354K0.01%+35013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,003$351K0.01%013F-HRTimelineGroup
Allworth Financial LP7,836$344K<0.01%013F-HRTimeline
Three Seasons Wealth, LLC7,624$334K0.04%013F-HRTimeline
Buska Wealth Management, LLC7,621$334K0.09%-1,72013F-HRTimeline
Tradition Wealth Management, LLC7,470$328K0.03%-17813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,359$323K0.03%+11213F-HRTimeline
NBZ Investment Advisors LLC7,165$314K0.18%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC7,163$314K0.12%013F-HRTimeline
Arax Advisory Partners7,124$312K0.01%-6,40513F-HRTimeline
Ashton Thomas Private Wealth, LLC6,980$306K0.01%+1,35013F-HRTimeline
LEIGH BALDWIN & CO., LLC6,875$301K0.2%new13F-HRTimeline
Capasso Planning Partners LLC6,856$301K0.17%-60,39313F-HRTimeline
Visionary Wealth Advisors6,766$297K0.02%-1,42013F-HRTimeline
CITY HOLDING CO6,755$296K0.04%-3013F-HRTimeline
Sequoia Financial Advisors, LLC6,596$289K<0.01%+1,18013F-HRTimeline
Dakota Wealth Management6,493$285K0.01%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC6,373$279K0.09%-5713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,321$277K<0.01%new13F-HRTimeline
Jessup Wealth Management, Inc6,302$276K0.11%+76913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,983$262K0.02%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,748$252K0.03%013F-HRTimeline
Retirement Planning Group, LLC5,672$249K0.01%013F-HRTimeline
IHT Wealth Management, LLC5,663$248K0.01%013F-HRTimeline
Arete Wealth Advisors, LLC5,527$242K0.02%+17013F-HRTimeline
Betterment LLC5,420$238K<0.01%-50313F-HRTimeline
MGO ONE SEVEN LLC5,417$238K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,402$237K0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.5,400$237K0.09%-30013F-HRTimeline
Clay Northam Wealth Management, LLC5,310$233K0.15%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,260$231K0.07%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC5,245$230K0.04%013F-HRTimeline
Advance Capital Management, Inc.5,105$224K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC5,016$220K0.27%+3,11113F-HRTimeline