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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 %
EWM
51
Elmwood Wealth Management
California
$2.45M -$1.09M -24,808 -31%
SNWA
52
Siligmueller & Norvid Wealth Advisors
Illinois
$2.43M -$22.2K -504 -0.9%
FIA
53
Foundations Investment Advisors
Arizona
$2.42M -$10K -229 -0.4%
TWP
54
Triad Wealth Partners
Kansas
$2.37M +$1.12M +25,492 +89%
BWM
55
BCS Wealth Management
Tennessee
$2.1M -$71.6K -1,634 -3%
EMAM
56
Encompass More Asset Management
California
$2.04M +$336K +7,652 +20%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$2.01M +$223K +5,076 +12%
BEI
58
Benjamin Edwards Inc
Missouri
$1.94M +$984K +22,431 +103%
BMM
59
Berkshire Money Management
Massachusetts
$1.94M – – –
FFS
60
Founders Financial Securities
Maryland
$1.93M +$345K +7,867 +22%
CS
61
Capital Square
Tennessee
$1.92M +$1.92M +43,726 New
AAS
62
Avantax Advisory Services
Texas
$1.89M +$438 +10 +0%
LIWM
63
Long Island Wealth Management
New York
$1.86M +$232K +5,283 +14%
IA
64
IFP Advisors
Florida
$1.85M +$30.1K +686 +2%
CPIG
65
Chicago Partners Investment Group
Illinois
$1.84M -$345K -7,782 -16%
JCM
66
Jacobi Capital Management
Pennsylvania
$1.83M +$45.4K +1,036 +3%
OWA
67
Outlook Wealth Advisors
Texas
$1.83M -$26.7K -610 -1%
HI
68
Horizon Investments
North Carolina
$1.81M +$816K +18,605 +82%
LWM
69
Lakeridge Wealth Management
Ohio
$1.8M – – –
W
70
WPWealth
Texas
$1.8M +$1.03M +23,443 +133%
CAL
71
Capital Analysts LLC
Pennsylvania
$1.79M -$19.3K -439 -1%
FCFC
72
First Commonwealth Financial Corp
Pennsylvania
$1.74M -$285K -6,507 -14%
DI
73
Diligent Investors
California
$1.63M -$18.5K -421 -1%
TF
74
Trek Financial
Arizona
$1.6M +$127K +2,899 +9%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$1.57M +$47.4K +1,080 +3%
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