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Innovator US Equity Power Buffer ETF July
PJUL

Overview Fund Activity

232 hedge funds and large institutions have $745M invested in Innovator US Equity Power Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 77 reducing their positions, and 18 closing their positions.

Holders
232
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
70
Reduced
77
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$26.5M
2
PCM
2
Penserra Capital Management
California
$60.1M
3
SAG
3
SageView Advisory Group
California
$6M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$13.8M
5
NA
5
NewEdge Advisors
Louisiana
$8.04M

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$747K
2
FSA
2
Financial Services Advisory
Maryland
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$13.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$148M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$6.62M 150,908 +1,413 +0.9%
AA
27
Advisory Alpha
Michigan
$6.04M 137,829 +6,683 +5%
SAG
28
SageView Advisory Group
California
$6M 134,800 +119,463 +779%
HI
29
Harbour Investments
Wisconsin
$5.99M 136,506 -17,364 -11%
MMA
30
Miracle Mile Advisors
California
$5.73M 130,712 -3,153 -2%
GSIS
31
Global Strategic Investment Solutions
Arizona
$5.37M 122,567 -7,036 -5%
WIA
32
World Investment Advisors
California
$5.21M 118,841 +12,022 +11%
FFA
33
Farther Finance Advisors
California
$4.93M 112,424 +35,447 +46%
WCG
34
Weaver Consulting Group
California
$4.74M 108,098 -2,327 -2%
BPA
35
Beacon Pointe Advisors
California
$4.44M 101,245 +7,643 +8%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$4.2M 98,760 +20,884 +27%
CAM
37
Cresset Asset Management
Illinois
$4.1M 93,444 +49 +0.1%
PS
38
Principal Securities
Iowa
$3.74M 85,325 -448 -0.5%
BCM
39
Brookstone Capital Management
Illinois
$3.58M 81,656 -24,517 -23%
ML
40
McAdam LLC
Pennsylvania
$3.41M 77,763 -2,347 -3%
OIA
41
OneDigital Investment Advisors
Kansas
$3.3M 75,358 +23,227 +45%
SPIA
42
Steward Partners Investment Advisory
New York
$3.17M 72,325 +56,389 +354%
WCM
43
Weaver Capital Management
Georgia
$2.99M 68,291 – –
SPWM
44
Straight Path Wealth Management
Michigan
$2.98M 68,052 +68,052 New
CFS
45
CRA Financial Services
New Jersey
$2.7M 61,623 -3,012 -5%
KWM
46
KFG Wealth Management
Indiana
$2.65M 60,395 +2,085 +4%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$2.61M 59,582 -1,351 -2%
SWM
48
Spire Wealth Management
Virginia
$2.59M 59,019 – –
W
49
WorthPointe
California
$2.54M 58,028 -1,597 -3%
CW
50
CreativeOne Wealth
Kansas
$2.48M 56,552 +6,189 +12%
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