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Disclosery

UJUL INNOVATOR ETFS TRUST

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ETF (fund)

69 managers (69 13F filers) reported a position in UJUL shares at 2025-03-31, 2,705,938 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
69
13F filers
69
New
10
Added
11
Reduced
30
Sold out
7
Shares held by filers
2,705,938

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.310,977$10.4M0.02%+32,09513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC264,997$8.89M<0.01%+23,49913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC248,489$8.33M0.04%-2,57313F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …243,848$8.19M0.65%+14,44113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC202,690$6.8M1.24%-57,53913F-HRTimeline
Seros Financial, LLC205,570$6.74M5.04%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…132,950$4.46M0.01%-5,74513F-HRTimeline
CWM, LLCin group CWM, LLC88,089$2.95M0.01%+44,48813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC69,288$2.32M<0.01%-2,59313F-HRTimeline
IMG Wealth Management, Inc.58,469$1.96M1.76%+50613F-HRTimeline
Allworth Financial LP51,267$1.69M0.01%-1,86113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV45,138$1.51M0.12%-21013F-HRTimeline
WPWealth LLP41,444$1.39M0.27%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,899$1.3M<0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management36,896$1.24M0.02%-3,02813F-HRTimelineGroup
Chicago Partners Investment Group LLC32,647$1.1M0.04%013F-HRTimeline
HighTower Advisors, LLC30,600$1.03M<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC30,156$977K0.21%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,919$903K<0.01%-12613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC26,514$889K<0.01%-3,47413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,419$886K<0.01%-14,41513F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,736$863K<0.01%-14,55313F-HRTimeline
LPL Financial LLC23,762$797K<0.01%-1,24713F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC23,406$785K0.3%-2513F-HRTimeline
O'Connor Financial Group LLC20,674$693K0.36%-13613F-HRTimeline
Arete Wealth Advisors, LLC18,686$627K0.05%-2,20313F-HRTimeline
CENTAURUS FINANCIAL, INC.18,363$616K0.04%-3213F-HRTimeline
Orion Porfolio Solutions, LLC17,955$602K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC17,955$602K0.01%new13F-HR/ATimeline
Berger Financial Group, Inc17,711$594K0.04%-51713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…17,500$587K<0.01%013F-HRTimeline
InvesTrust16,258$545K0.15%013F-HRTimeline
City Center Advisors, LLC15,732$528K0.62%+77513F-HRTimeline
RFG Advisory, LLC15,278$512K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,278$512K0.02%-14,61913F-HRTimelineGroup
OLD MISSION CAPITAL LLC15,246$511K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,899$466K<0.01%-20213F-HRTimelineGroup
Strategic Blueprint, LLC13,764$462K0.03%+12113F-HRTimeline
Steward Partners Investment Advisory, L…13,643$457K<0.01%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,954$434K0.22%-2213F-HRTimeline
Allegiance Financial Group Advisory Ser…12,075$405K0.12%013F-HRTimeline
Archer Investment Corp11,923$400K0.1%-1,91913F-HRTimeline
Worth Financial Advisory Group, LLC11,715$393K0.25%-1,38013F-HRTimeline
Cetera Investment Advisers11,394$382K<0.01%+1,82213F-HRTimeline
Bedel Financial Consulting, Inc.10,960$367K0.05%013F-HRTimeline
Buska Wealth Management, LLC10,380$348K0.11%-95513F-HRTimeline
ALTFEST L J & CO INC8,595$288K0.04%013F-HRTimeline
Accurate Wealth Management, LLC8,813$288K0.05%-1,01913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,117$272K<0.01%new13F-HR/ATimelineGroup
WorthPointe, LLC8,062$270K0.12%-6,12013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV7,531$253K0.12%013F-HRTimeline
Tradition Wealth Management, LLC7,499$251K0.02%013F-HRTimeline
Talon Private Wealth, LLC7,123$244K0.03%+4,91413F-HRTimeline
Delta Investment Management, LLC6,613$222K0.04%-3,61113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,335$179K<0.01%new13F-HR/ATimelineGroup
Capital Investment Advisory Services, L…5,308$178K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC5,046$169K0.06%-24,45413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,900$131K<0.01%-30013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,446$84.4K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC2,499$83.8K<0.01%+2713F-HRTimeline
CoreCap Advisors, LLC1,829$61.3K<0.01%-4,71713F-HRTimeline
HARBOUR INVESTMENTS, INC.985$33K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN625$21K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG464$15.6K<0.01%+1413F-HRTimelineGroup
Arax Advisory Partners459$15.4K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC97$3.25K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.40$1.34K<0.01%013F-HRTimeline
Larson Financial Group LLC39$1.31K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-68713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.