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This page summarizes the PJUL holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether PJUL is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing PJUL Share Count |
|---|
| Cypress Financial Planning LLC |
7,952 |
11,220 |
+3,268 |
+41.10% |
| Global Strategic Investment Solutions LLC |
113,224 |
121,633 |
+8,409 |
+7.43% |
| Strategic Blueprint LLC |
66,958 |
68,733 |
+1,775 |
+2.65% |
| MBL Wealth LLC |
100,716 |
103,261 |
+2,545 |
+2.53% |
| Southland Equity Partners LLC |
119,613 |
122,099 |
+2,486 |
+2.08% |
| Chicago Partners Investment Group LLC |
40,696 |
41,192 |
+496 |
+1.22% |
| Raymond James Financial Services Advisors Inc. |
342,224 |
344,233 |
+2,009 |
+0.59% |
| KFG Wealth Management LLC |
49,541 |
49,760 |
+219 |
+0.44% |
| 13F Filers Reporting New Positions In PJUL |
|---|
| RFG Advisory LLC |
0 |
40,980 |
+40,980 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
8,319 |
+8,319 |
+100% |
| Focus Financial Network Inc. |
0 |
25,302 |
+25,302 |
+100% |
| Diversify Advisory Services LLC |
0 |
5,538 |
+5,538 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| AdvisorNet Financial Inc |
18,384 |
18,384 |
UNCH |
0.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
11,298 |
11,298 |
UNCH |
0.00% |
| Signet Financial Management LLC |
6,468 |
6,468 |
UNCH |
0.00% |
| CAPROCK Group Inc. |
87,754 |
87,754 |
UNCH |
0.00% |
| Fragasso Group Inc. |
27,134 |
27,134 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
345 |
345 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
2,820 |
2,820 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
14,111 |
14,111 |
UNCH |
0.00% |
| Ausdal Financial Partners Inc. |
13,361 |
13,361 |
UNCH |
0.00% |
| Wagner Wealth Management LLC |
2,000 |
2,000 |
UNCH |
0.00% |
| WealthShield Partners LLC |
341 |
341 |
UNCH |
0.00% |
| Vishria Bird Financial Group LLC |
8,851 |
8,851 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
150 |
150 |
UNCH |
0.00% |
| KMG Fiduciary Partners LLC |
5,939 |
5,939 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
75,989 |
75,989 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
26,190 |
26,190 |
UNCH |
0.00% |
| Tsfg LLC |
17 |
17 |
UNCH |
0.00% |
| Alliance Wealth Advisors LLC |
11,200 |
11,200 |
UNCH |
0.00% |
| Spire Wealth Management |
65,398 |
65,398 |
UNCH |
0.00% |
| Keystone Wealth Services LLC |
35,215 |
35,215 |
UNCH |
0.00% |
| Epic Trust Investment Advisors LLC |
6,505 |
6,505 |
UNCH |
0.00% |
| NorthCrest Asset Manangement LLC |
10,429 |
10,429 |
UNCH |
0.00% |
| Clay Northam Wealth Management LLC |
6,910 |
6,910 |
UNCH |
0.00% |
| Retirement Guys Formula LLC |
7,163 |
7,163 |
UNCH |
0.00% |
| Cardinal Point Capital Management ULC |
24,465 |
24,465 |
UNCH |
0.00% |
| Worth Financial Advisory Group LLC |
5,660 |
5,660 |
UNCH |
0.00% |
| Lakeridge Wealth Management LLC |
38,311 |
38,311 |
UNCH |
0.00% |
| 13F Filers Decreasing PJUL Share Count |
|---|
| Gradient Investments LLC |
1,214,631 |
33,477 |
-1,181,154 |
-97.24% |
| Allworth Financial LP |
252,834 |
8,446 |
-244,388 |
-96.66% |
| Outlook Wealth Advisors LLC |
224,471 |
29,094 |
-195,377 |
-87.04% |
| Brookstone Capital Management |
1,135,535 |
184,380 |
-951,155 |
-83.76% |
| Benjamin F. Edwards & Company Inc. |
45,542 |
23,107 |
-22,435 |
-49.26% |
| Zimmermann Investment Management & Planning LLC |
8,479 |
5,549 |
-2,930 |
-34.56% |
| ODonnell Financial Services LLC |
53,980 |
35,388 |
-18,592 |
-34.44% |
| Cedar Brook Financial Partners LLC |
9,566 |
7,426 |
-2,140 |
-22.37% |
| Yarger Wealth Strategies LLC |
11,820 |
9,382 |
-2,438 |
-20.63% |
| Sequoia Financial Advisors LLC |
7,388 |
5,925 |
-1,463 |
-19.80% |
| Commonwealth Equity Services LLC |
682,183 |
567,082 |
-115,101 |
-16.87% |
| Raymond James & Associates |
13,266 |
11,120 |
-2,146 |
-16.18% |
| Cypress Wealth Services LLC |
35,533 |
30,554 |
-4,979 |
-14.01% |
| Cambridge Investment Research Advisors Inc. |
271,295 |
235,229 |
-36,066 |
-13.29% |
| Retirement Planning Group |
7,206 |
6,520 |
-686 |
-9.52% |
| CRA Financial Services LLC |
56,265 |
52,415 |
-3,850 |
-6.84% |
| BCS Wealth Management |
39,781 |
37,075 |
-2,706 |
-6.80% |
| Strategic Wealth Partners Group LLC |
200,753 |
187,350 |
-13,403 |
-6.68% |
| My Personal CFO LLC |
8,815 |
8,227 |
-588 |
-6.67% |
| DHJJ Financial Advisors Ltd. |
16,543 |
15,443 |
-1,100 |
-6.65% |
| Compass Advisory Group LLC |
18,527 |
17,538 |
-989 |
-5.34% |
| Miracle Mile Advisors LLC |
333,839 |
316,551 |
-17,288 |
-5.18% |
| Lake Street Financial LLC |
35,485 |
33,750 |
-1,735 |
-4.89% |
| David R. Rahn & Associates Inc. |
8,486 |
8,089 |
-397 |
-4.68% |
| Lineweaver Wealth Advisors LLC |
14,724 |
14,139 |
-585 |
-3.97% |
| Patriot Financial Group Insurance Agency LLC |
33,099 |
32,237 |
-862 |
-2.60% |
| Altfest L J & Co. Inc. |
13,986 |
13,624 |
-362 |
-2.59% |
| Blue Bell Private Wealth Management LLC |
63,116 |
61,846 |
-1,270 |
-2.01% |
| Weaver Consulting Group |
123,997 |
121,968 |
-2,029 |
-1.64% |
| McAdam LLC |
94,280 |
93,010 |
-1,270 |
-1.35% |
| Wealth Enhancement Advisory Services LLC |
750,484 |
740,327 |
-10,157 |
-1.35% |
| CWM LLC |
50,451 |
49,808 |
-643 |
-1.27% |
| City Holding Co. |
7,520 |
7,430 |
-90 |
-1.20% |
| Valtinson Bruner Financial Planning LLC |
5,918 |
5,848 |
-70 |
-1.18% |
| BKD Wealth Advisors LLC |
283,837 |
281,953 |
-1,884 |
-0.66% |
| Schulz Wealth LTD. |
14,921 |
14,831 |
-90 |
-0.60% |
| Nations Financial Group Inc. IA ADV |
15,434 |
15,374 |
-60 |
-0.39% |
| Nikulski Financial Inc. |
13,555 |
13,520 |
-35 |
-0.26% |
| 13F Filers Exiting PJUL |
|---|
| BKM Wealth Management LLC |
301 |
0 |
-301 |
-100.00% |
| Range Financial Group LLC |
480,414 |
0 |
-480,414 |
-100.00% |
| Arkadios Wealth Advisors |
6,453 |
0 |
-6,453 |
-100.00% |
| Aurum Wealth Management Group LLC |
13,558 |
0 |
-13,558 |
-100.00% |
| Stratos Wealth Advisors LLC |
9,758 |
0 |
-9,758 |
-100.00% |
| Macroview Investment Management LLC |
28,446 |
0 |
-28,446 |
-100.00% |
See Summary: Institutional Holders of PJUL
See Details: Top 10 Hedge Funds Holding PJUL
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