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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 %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$1.54M -$143K -3,268 -9%
CF
77
Centaurus Financial
California
$1.54M -$1.71M -39,106 -53%
AWM
78
AE Wealth Management
Kansas
$1.47M -$119K -2,714 -7%
CPG
79
Cornerstone Planning Group
New Jersey
$1.47M – – –
AWAG
80
ARS Wealth Advisors Group
Florida
$1.42M -$2.68K -61 -0.2%
AWS
81
Atria Wealth Solutions
New York
$1.42M -$363K -8,278 -20%
KWS
82
Keystone Wealth Services
California
$1.42M – – –
NFG
83
Nations Financial Group
Iowa
$1.39M +$52.2K +1,191 +4%
BA
84
Bellwether Advisors
Nebraska
$1.38M +$423K +9,646 +44%
SI
85
Stephens Inc
Arkansas
$1.34M – – –
ASN
86
Advisory Services Network
Georgia
$1.33M +$273K +6,158 +26%
AA
87
Armis Advisers
Georgia
$1.33M +$15K +343 +1%
GI
88
Gradient Investments
Minnesota
$1.28M +$676K +15,418 +112%
ODFS
89
O'Donnell Financial Services
California
$1.22M -$34.6K -790 -3%
KWM
90
Kingsview Wealth Management
Oregon
$1.22M -$95K -2,167 -7%
GCP
91
Gill Capital Partners
Colorado
$1.21M – – –
BFC
92
Bedel Financial Consulting
Indiana
$1.21M -$112K -2,549 -8%
HAS
93
HBW Advisory Services
California
$1.18M -$67.3K -1,535 -5%
CB
94
Chris Bulman
California
$1.18M -$109K -2,481 -8%
WA
95
Wealth Alliance
New York
$1.17M – – –
CRWM
96
Castle Rock Wealth Management
California
$1.16M – – –
FFA
97
Fragasso Financial Advisors
Pennsylvania
$1.16M – – –
CA
98
Continuum Advisory
Idaho
$1.15M +$113K +2,581 +11%
KA
99
Kearns & Associates
California
$1.13M – – –
FA
100
FSA Advisors
Michigan
$1.11M -$31.6K -721 -3%
2 3
4
5 6