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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 %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$1.54M 35,118 -3,268 -9%
CF
77
Centaurus Financial
California
$1.54M 35,031 -39,106 -53%
AWM
78
AE Wealth Management
Kansas
$1.47M 33,619 -2,714 -7%
CPG
79
Cornerstone Planning Group
New Jersey
$1.47M 33,196 – –
AWAG
80
ARS Wealth Advisors Group
Florida
$1.42M 32,458 -61 -0.2%
AWS
81
Atria Wealth Solutions
New York
$1.42M 32,396 -8,278 -20%
KWS
82
Keystone Wealth Services
California
$1.42M 32,290 – –
NFG
83
Nations Financial Group
Iowa
$1.39M 31,606 +1,191 +4%
BA
84
Bellwether Advisors
Nebraska
$1.38M 31,396 +9,646 +44%
SI
85
Stephens Inc
Arkansas
$1.34M 30,653 – –
ASN
86
Advisory Services Network
Georgia
$1.33M 30,025 +6,158 +26%
AA
87
Armis Advisers
Georgia
$1.33M 30,322 +343 +1%
GI
88
Gradient Investments
Minnesota
$1.28M 29,218 +15,418 +112%
ODFS
89
O'Donnell Financial Services
California
$1.22M 27,755 -790 -3%
KWM
90
Kingsview Wealth Management
Oregon
$1.22M 27,739 -2,167 -7%
GCP
91
Gill Capital Partners
Colorado
$1.21M 27,682 – –
BFC
92
Bedel Financial Consulting
Indiana
$1.21M 27,641 -2,549 -8%
HAS
93
HBW Advisory Services
California
$1.18M 26,947 -1,535 -5%
CB
94
Chris Bulman
California
$1.18M 26,816 -2,481 -8%
WA
95
Wealth Alliance
New York
$1.17M 26,665 – –
CRWM
96
Castle Rock Wealth Management
California
$1.16M 26,220 – –
FFA
97
Fragasso Financial Advisors
Pennsylvania
$1.16M 26,453 – –
CA
98
Continuum Advisory
Idaho
$1.15M 26,162 +2,581 +11%
KA
99
Kearns & Associates
California
$1.13M 25,755 – –
FA
100
FSA Advisors
Michigan
$1.11M 25,330 -721 -3%
2 3
4
5 6