Invtr Eq DP ETF-2Y-JULY28-UiAJULETF
13F holders, Q1 2025 (March 31)42holders −5
1new positions
3sold out
$26.74avg. 13F price*
At the end of Q1 2025, 42 institutions reported holding Invtr Eq DP ETF-2Y-JULY28-Ui (AJUL) in their 13F filings, down 5 from Q4 2024. 1 opened new positions and 3 sold out. The largest holders were HighTower Advisors, LLC ($6.0M), Raymond James Financial Inc. ($3.2M) and Commonwealth Equity Services, LLC ($1.7M).
- Company
- Invtr Eq DP ETF-2Y-JULY28-Ui
- Filed as
- INNOVATOR ETFS TRUST (Q1 2025)
- CUSIP
- 45783Y236
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $11K |
| Exits | 3 | $4.7M |
All 13F filers, Q4 2024 → Q1 2025: 39,506 shares bought and 229,608 shares sold, net −190,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| HighTower Advisors, LLC | 0.01% | Reduce -3.5% | 225,035 | $6.0M |
| Raymond James Financial Inc. | 0.00% | Add +7.7% | 120,411 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.6% | 63,955 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.3% | 57,180 | $1.5M |
| Noble Wealth Management PBC | 0.90% | Reduce -4.4% | 49,382 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +2.9% | 42,667 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.6% | 39,811 | $1.1M |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 29,500 | $789K |
| Old Mission Capital LLC | 0.01% | Add +18.9% | 28,404 | $760K |
| MTM Financial Group, LLC | 0.41% | Add +0.1% | 25,940 | $694K |
| Goldman Sachs Group Inc. | 0.00% | Add +46.3% | 24,269 | $649K |
| Maia Wealth LLC | 0.14% | Reduce -2.1% | 23,329 | $619K |
| Trek Financial, LLC | 0.04% | Reduce -20.4% | 20,365 | $545K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +7.0% | 20,353 | $544K |
| Brass Tax Wealth Management, Inc. | 0.10% | No change | 18,559 | $496K |
| Cypress Wealth Services, LLC | 0.08% | No change | 15,145 | $405K |
| Bullseye Investment Management, LLC | 0.23% | Add +8.1% | 13,607 | $364K |
| Vantage Financial Partners, LLC | 0.09% | No change | 13,458 | $360K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -15.8% | 12,688 | $339K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -13.1% | 12,400 | $332K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.3% | 11,984 | $320K |
| Visionary Wealth Advisors | 0.02% | No change | 11,551 | $309K |
| KFG Wealth Management, LLC | 0.06% | No change | 11,417 | $305K |
| Applied Capital LLC | 0.14% | Reduce -13.1% | 11,042 | $295K |
| Three Seasons Wealth, LLC | 0.14% | No change | 10,520 | $281K |
| World Investment Advisors | 0.01% | No change | 10,441 | $279K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | No change | 9,386 | $251K |
| Able Wealth Management LLC | 0.12% | No change | 7,776 | $208K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.5% | 7,742 | $207K |
| Barclays PLC | 0.00% | Add +19.1% | 5,402 | $144K |
| Continuum Advisory, LLC | 0.02% | No change | 5,156 | $138K |
| CoreCap Advisors, LLC | 0.01% | No change | 4,927 | $132K |
| Osaic Holdings, Inc. | 0.00% | Add +410.0% | 4,590 | $123K |
| Cwm, LLC | 0.00% | No change | 4,487 | $120K |
| AE Wealth Management LLC | 0.00% | No change | 3,750 | $100K |
| Legacy Wealth Managment, LLC | 0.06% | Reduce -76.0% | 2,897 | $77K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,128 | $57K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,916 | $51K |
| Principal Securities, Inc. | 0.00% | No change | 1,750 | $47K |
| Spire Wealth Management | 0.00% | No change | 962 | $26K |
| UBS Group AG | 0.00% | New | 395 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 81 | $2K |
"% of holder's portfolio" is AJUL's weight in each manager's 13F, not the share of Invtr Eq DP ETF-2Y-JULY28-Ui the manager owns.