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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 %
RA
101
RFG Advisory
Alabama
$1.09M -$361K -8,233 -25%
CAG
102
Compass Advisory Group
New York
$1.05M +$128K +2,925 +14%
MFG
103
Merit Financial Group
Georgia
$1.02M +$1.02M +23,370 New
CPCM
104
Cardinal Point Capital Management
Ontario, Canada
$1.02M – – –
PA
105
PFG Advisors
Arizona
$1.01M +$590K +13,465 +141%
BBHC
106
Brown Brothers Harriman & Co
New York
$985K – – –
VPF
107
Vantage Point Financial
Illinois
$952K +$130K +2,966 +16%
WWA
108
Wisconsin Wealth Advisors
Wisconsin
$940K +$940K +21,439 New
CCG
109
Catalina Capital Group
California
$896K -$857K -19,541 -49%
FFG
110
Fiduciary Financial Group
California
$848K – – –
AWM
111
Atticus Wealth Management
Florida
$841K – – –
CFP
112
Comprehensive Financial Planning
Pennsylvania
$817K +$14.9K +339 +2%
OCM
113
Orion Capital Management
California
$815K +$877 +20 +0.1%
SB
114
Strategic Blueprint
Georgia
$815K -$158K -3,604 -16%
SPC
115
Sigma Planning Corp
Michigan
$812K +$365K +8,331 +82%
DIM
116
Delta Investment Management
California
$775K -$2.46K -56 -0.3%
BCM
117
Beck Capital Management
Texas
$760K -$8.2K -187 -1%
SCA
118
Stuart Chaussee & Associates
California
$747K -$5.52M -125,805 -88%
XF
119
XML Financial
Maryland
$719K -$877 -20 -0.1%
NF
120
Nikulski Financial
Iowa
$718K +$3.07K +70 +0.4%
MCM
121
MAI Capital Management
Ohio
$700K -$585K -13,336 -46%
DAS
122
Dynamic Advisor Solutions
Arizona
$659K +$659K +15,022 New
PSCM
123
Per Stirling Capital Management
Texas
$652K +$130K +2,967 +25%
WTFG
124
Wood Tarver Financial Group
Idaho
$643K +$4.25K +97 +0.7%
DFA
125
DHJJ Financial Advisors
Illinois
$634K +$12.3K +281 +2%
3 4
5
6 7