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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
3.12%
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 %
EWM
51
Elmwood Wealth Management
California
$2.45M 55,904 -24,808 -31%
SNWA
52
Siligmueller & Norvid Wealth Advisors
Illinois
$2.43M 55,289 -504 -0.9%
FIA
53
Foundations Investment Advisors
Arizona
$2.42M 55,186 -229 -0.4%
TWP
54
Triad Wealth Partners
Kansas
$2.37M 53,978 +25,492 +89%
BWM
55
BCS Wealth Management
Tennessee
$2.1M 47,847 -1,634 -3%
EMAM
56
Encompass More Asset Management
California
$2.04M 46,444 +7,652 +20%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$2.01M 45,949 +5,076 +12%
BEI
58
Benjamin Edwards Inc
Missouri
$1.94M 44,210 +22,431 +103%
BMM
59
Berkshire Money Management
Massachusetts
$1.94M 44,137 – –
FFS
60
Founders Financial Securities
Maryland
$1.93M 43,967 +7,867 +22%
CS
61
Capital Square
Tennessee
$1.92M 43,726 +43,726 New
AAS
62
Avantax Advisory Services
Texas
$1.89M 43,212 +10 +0%
LIWM
63
Long Island Wealth Management
New York
$1.86M 42,315 +5,283 +14%
IA
64
IFP Advisors
Florida
$1.85M 42,077 +686 +2%
CPIG
65
Chicago Partners Investment Group
Illinois
$1.84M 41,355 -7,782 -16%
JCM
66
Jacobi Capital Management
Pennsylvania
$1.83M 41,688 +1,036 +3%
OWA
67
Outlook Wealth Advisors
Texas
$1.83M 41,671 -610 -1%
HI
68
Horizon Investments
North Carolina
$1.81M 41,256 +18,605 +82%
LWM
69
Lakeridge Wealth Management
Ohio
$1.8M 41,138 – –
W
70
WPWealth
Texas
$1.8M 41,046 +23,443 +133%
CAL
71
Capital Analysts LLC
Pennsylvania
$1.79M 40,797 -439 -1%
FCFC
72
First Commonwealth Financial Corp
Pennsylvania
$1.74M 39,665 -6,507 -14%
DI
73
Diligent Investors
California
$1.63M 37,086 -421 -1%
TF
74
Trek Financial
Arizona
$1.6M 36,383 +2,899 +9%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$1.57M 35,724 +1,080 +3%
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