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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 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.3M
2
PCM
Penserra Capital Management
California
+$8.44M
3
SAG
SageView Advisory Group
California
+$5.32M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$4.57M
5
NA
NewEdge Advisors
Louisiana
+$4.45M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$5.52M
2
FSA
Financial Services Advisory
Maryland
-$5.42M
3
HighTower Advisors
HighTower Advisors
Illinois
-$4.06M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.85M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$3.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$6.62M +$62K +1,413 +0.9%
AA
27
Advisory Alpha
Michigan
$6.04M +$293K +6,683 +5%
SAG
28
SageView Advisory Group
California
$6M +$5.32M +119,463 +779%
HI
29
Harbour Investments
Wisconsin
$5.99M -$761K -17,364 -11%
MMA
30
Miracle Mile Advisors
California
$5.73M -$138K -3,153 -2%
GSIS
31
Global Strategic Investment Solutions
Arizona
$5.37M -$309K -7,036 -5%
WIA
32
World Investment Advisors
California
$5.21M +$527K +12,022 +11%
FFA
33
Farther Finance Advisors
California
$4.93M +$1.55M +35,447 +46%
WCG
34
Weaver Consulting Group
California
$4.74M -$102K -2,327 -2%
BPA
35
Beacon Pointe Advisors
California
$4.44M +$335K +7,643 +8%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$4.2M +$889K +20,884 +27%
CAM
37
Cresset Asset Management
Illinois
$4.1M +$2.15K +49 +0.1%
PS
38
Principal Securities
Iowa
$3.74M -$19.6K -448 -0.5%
BCM
39
Brookstone Capital Management
Illinois
$3.58M -$1.08M -24,517 -23%
ML
40
McAdam LLC
Pennsylvania
$3.41M -$103K -2,347 -3%
OIA
41
OneDigital Investment Advisors
Kansas
$3.3M +$1.02M +23,227 +45%
SPIA
42
Steward Partners Investment Advisory
New York
$3.17M +$2.47M +56,389 +354%
WCM
43
Weaver Capital Management
Georgia
$2.99M – – –
SPWM
44
Straight Path Wealth Management
Michigan
$2.98M +$2.98M +68,052 New
CFS
45
CRA Financial Services
New Jersey
$2.7M -$132K -3,012 -5%
KWM
46
KFG Wealth Management
Indiana
$2.65M +$91.4K +2,085 +4%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$2.61M -$59.2K -1,351 -2%
SWM
48
Spire Wealth Management
Virginia
$2.59M – – –
W
49
WorthPointe
California
$2.54M -$70K -1,597 -3%
CW
50
CreativeOne Wealth
Kansas
$2.48M +$271K +6,189 +12%
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