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Disclosery

UJUL INNOVATOR ETFS TRUST

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ETF (fund)

67 managers (67 13F filers) reported a position in UJUL shares at 2024-12-31, 2,486,683 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
67
13F filers
67
New
5
Added
10
Reduced
34
Sold out
4
Shares held by filers
2,486,683

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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.278,882$9.62M0.02%-3,64513F-HR/ATimelineGroup
KFG WEALTH MANAGEMENT, LLC260,229$8.98M1.68%-18,69513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC251,062$8.66M0.05%-89213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC241,498$8.33M<0.01%13F-HR/ATimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …229,407$7.91M0.64%+12,96113F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…138,695$4.78M0.01%+5,74513F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC71,881$2.48M<0.01%+49113F-HRTimeline
IMG Wealth Management, Inc.57,963$2M1.85%13F-HRTimeline
Allworth Financial LP53,128$1.87M0.01%-19513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV45,348$1.56M0.11%-513F-HRTimeline
CWM, LLCin group CWM, LLC43,601$1.5M0.01%+13,06113F-HRTimelineGroup
WPWealth LLP41,444$1.43M0.29%-3,65013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,834$1.41M<0.01%+2,47513F-HRTimelineGroup
Cambridge Investment Research Advisors,…40,289$1.39M<0.01%-6,27413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management39,924$1.38M0.02%-534,22213F-HRTimelineGroup
Chicago Partners Investment Group LLC32,647$1.13M0.04%013F-HRTimeline
HighTower Advisors, LLC30,600$1.06M<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC30,156$1.04M0.23%013F-HRTimeline
MML INVESTORS SERVICES, LLC29,988$1.03M<0.01%+1,10813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management29,897$1.03M0.03%-1,78313F-HRTimelineGroup
Wood Tarver Financial Group, LLC29,500$1.02M0.34%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,045$933K<0.01%-34713F-HRTimelineGroup
LPL Financial LLC25,009$863K<0.01%+41113F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC23,431$808K0.37%-1,02213F-HRTimeline
Arete Wealth Advisors, LLC20,889$721K0.05%-81213F-HRTimeline
O'Connor Financial Group LLC20,810$718K0.38%-19613F-HRTimeline
CENTAURUS FINANCIAL, INC.18,395$635K0.04%-1013F-HRTimeline
Berger Financial Group, Inc18,228$629K0.04%-20313F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…17,500$604K<0.01%013F-HRTimeline
InvesTrust16,258$563K0.16%13F-HRTimeline
City Center Advisors, LLC14,957$516K0.58%+1713F-HRTimeline
WorthPointe, LLC14,182$489K0.2%-3313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,101$486K<0.01%+14,09413F-HRTimelineGroup
Archer Investment Corp13,842$477K0.13%-2,21513F-HRTimeline
Steward Partners Investment Advisory, L…13,643$471K<0.01%-80213F-HRTimeline
Strategic Blueprint, LLC13,643$471K0.03%013F-HRTimeline
Worth Financial Advisory Group, LLC13,095$452K0.28%-41513F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,976$448K0.23%-11113F-HRTimeline
Allegiance Financial Group Advisory Ser…12,075$417K0.13%-7313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,880$410K0.35%-2,98013F-HRTimeline
Buska Wealth Management, LLC11,335$391K0.13%-1,10913F-HRTimeline
Bedel Financial Consulting, Inc.10,960$385K0.05%-5713F-HRTimeline
Delta Investment Management, LLC10,224$353K0.07%-22213F-HRTimeline
Accurate Wealth Management, LLC9,832$339K0.06%-2,79013F-HRTimeline
Cetera Investment Advisers9,572$330K<0.01%-1,11613F-HRTimeline
Comprehensive Financial Consultants Ins…9,018$311K0.11%013F-HRTimeline
ALTFEST L J & CO INC8,595$296K0.04%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,120$280K<0.01%new13F-HRTimelineGroup
Sugarloaf Wealth Management, LLC7,858$271K0.05%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP7,669$265K0.02%013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV7,531$260K0.11%013F-HRTimeline
Tradition Wealth Management, LLC7,499$259K0.02%013F-HRTimeline
Janney Montgomery Scott LLC6,965$240K<0.01%013F-HRTimeline
CoreCap Advisors, LLC6,546$226K0.01%-4,49913F-HRTimeline
Capital Investment Advisory Services, L…5,308$183K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,200$145K<0.01%-10013F-HR/ATimelineGroup
Castleview Partners, LLC3,959$136K0.07%-5213F-HR/ATimeline
WealthShield Partners, LLC2,773$95.7K0.01%-70713F-HRTimeline
AE Wealth Management LLC2,472$85.3K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,446$84.4K<0.01%-37513F-HRTimelineGroup
Talon Private Wealth, LLC2,209$76.2K0.02%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.985$34K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…687$24.2K<0.01%+26913F-HRTimeline
Arax Advisory Partners459$15.8K<0.01%-9813F-HRTimeline
UBS Group AGin group UBS Group AG450$15.5K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.40$1.38K<0.01%013F-HRTimeline
Larson Financial Group LLC39$1.34K<0.01%-3213F-HRTimeline