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Innovator US Equity Power Buffer ETF July
PJUL

Overview Fund Activity

235 hedge funds and large institutions have $652M invested in Innovator US Equity Power Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-19
Holders Change %
-7.48%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
37
Reduced
111
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.22M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.81M
3
FFA
Farther Finance Advisors
California
+$2.62M
4
Goldman Sachs
Goldman Sachs
New York
+$2M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.81M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.19M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$5.74M
3
HWM
HFG Wealth Management
Texas
-$3.55M
4
SWA
Stratos Wealth Advisors
Ohio
-$3.46M
5
WIA
World Investment Advisors
California
-$2.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGWCA
226
Annis Gardner Whiting Capital Advisors
Florida
$19K -$349K -8,689 -95%
CA
227
Clearstead Advisors
Ohio
$14.2K – – –
KFGG
228
Keystone Financial Group (Georgia)
Georgia
$14.1K -$512K -12,733 -97%
SS
229
Sunbelt Securities
Texas
$13.9K – – –
ACM
230
Anfield Capital Management
California
$12.8K – – –
LFG
231
Larson Financial Group
Missouri
$7.64K – – –
BWM
232
Bernard Wealth Management
Michigan
$5.99K – – –
SCM
233
Sterling Capital Management
North Carolina
$3.78K – – –
RIL
234
Rothschild Investment LLC
Illinois
$2.09K – – –
TFGT
235
TS Financial Group (TSFG)
Illinois
$1K – – –
CA
236
Corrado Advisors
New Jersey
– -$2.43M -58,953 Closed
Mercer Global Advisors
237
Mercer Global Advisors
Colorado
– -$454K -11,038 Closed
LF
238
Lantz Financial
Illinois
– -$413K -10,022 Closed
RFG
239
Range Financial Group
Oregon
– -$397K -9,654 Closed
FFG
240
Frisch Financial Group
New York
– -$348K -8,456 Closed
BAM
241
Belpointe Asset Management
Nevada
– -$243K -6,103 Closed
AAS
242
Ameritas Advisory Services
Nebraska
– -$246K -5,970 Closed
VBFP
243
Valtinson Bruner Financial Planning
Minnesota
– -$241K -5,848 Closed
APP
244
Avantax Planning Partners
Iowa
– -$221K -5,370 Closed
LBC
245
Leigh Baldwin & Co
New York
– -$214K -5,200 Closed
WFS
246
WealthGarden F.S.
California
– -$212K -5,160 Closed
WC
247
Waterloo Capital
Texas
– -$202K -4,904 Closed
LWMI
248
Legacy Wealth Management (Idaho)
Idaho
– -$107K -2,564 Closed
BlackRock
249
BlackRock
New York
– -$97.1K -2,359 Closed
SMAM
250
Sugar Maple Asset Management
Wisconsin
– -$67.1K -1,630 Closed
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