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This page summarizes the PJUN 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 PJUN 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 PJUN Share Count |
|---|
| RFG Advisory LLC |
9,681 |
33,706 |
+24,025 |
+248.17% |
| Global Strategic Investment Solutions LLC |
14,413 |
14,895 |
+482 |
+3.34% |
| 13F Filers Reporting New Positions In PJUN |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Macroview Investment Management LLC |
0 |
55 |
+55 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
19,952 |
+19,952 |
+100% |
| Focus Financial Network Inc. |
0 |
19,489 |
+19,489 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| City Holding Co. |
1,500 |
1,500 |
UNCH |
0.00% |
| Creative Financial Designs Inc. ADV |
5,580 |
5,580 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
1,370 |
1,370 |
UNCH |
0.00% |
| Retirement Planning Group |
7,978 |
7,978 |
UNCH |
0.00% |
| CWM LLC |
1,593 |
1,593 |
UNCH |
0.00% |
| Fragasso Group Inc. |
22,494 |
22,494 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
446 |
446 |
UNCH |
0.00% |
| McAdam LLC |
236,803 |
236,803 |
UNCH |
0.00% |
| Wagner Wealth Management LLC |
1,990 |
1,990 |
UNCH |
0.00% |
| WealthShield Partners LLC |
330 |
330 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
8,909 |
8,909 |
UNCH |
0.00% |
| Tsfg LLC |
18 |
18 |
UNCH |
0.00% |
| Clay Northam Wealth Management LLC |
10,655 |
10,655 |
UNCH |
0.00% |
| Cardinal Point Capital Management ULC |
35,240 |
35,240 |
UNCH |
0.00% |
| 13F Filers Decreasing PJUN Share Count |
|---|
| Outlook Wealth Advisors LLC |
336,089 |
39,922 |
-296,167 |
-88.12% |
| Benjamin F. Edwards & Company Inc. |
48,290 |
22,687 |
-25,603 |
-53.02% |
| Sequoia Financial Advisors LLC |
15,964 |
7,543 |
-8,421 |
-52.75% |
| Optimum Investment Advisors |
2,000 |
1,000 |
-1,000 |
-50.00% |
| Yarger Wealth Strategies LLC |
131,184 |
83,685 |
-47,499 |
-36.21% |
| Wealth Enhancement Advisory Services LLC |
89,416 |
61,934 |
-27,482 |
-30.73% |
| Janney Montgomery Scott LLC |
83,785 |
63,931 |
-19,854 |
-23.70% |
| Brookstone Capital Management |
245,398 |
187,927 |
-57,471 |
-23.42% |
| Cypress Wealth Services LLC |
23,109 |
19,826 |
-3,283 |
-14.21% |
| DHJJ Financial Advisors Ltd. |
17,460 |
15,159 |
-2,301 |
-13.18% |
| Cambridge Investment Research Advisors Inc. |
84,755 |
75,883 |
-8,872 |
-10.47% |
| Commonwealth Equity Services LLC |
581,410 |
524,027 |
-57,383 |
-9.87% |
| Pinnacle Wealth Management Group Inc. |
25,280 |
22,980 |
-2,300 |
-9.10% |
| BCS Wealth Management |
32,342 |
29,865 |
-2,477 |
-7.66% |
| Andina Capital Management LLC |
122,569 |
113,825 |
-8,744 |
-7.13% |
| CRA Financial Services LLC |
21,620 |
20,195 |
-1,425 |
-6.59% |
| KFG Wealth Management LLC |
55,755 |
52,552 |
-3,203 |
-5.74% |
| Raymond James Financial Services Advisors Inc. |
116,165 |
109,879 |
-6,286 |
-5.41% |
| Strategic Wealth Partners Group LLC |
242,436 |
231,123 |
-11,313 |
-4.67% |
| Chicago Partners Investment Group LLC |
35,284 |
33,660 |
-1,624 |
-4.60% |
| Stratos Wealth Advisors LLC |
56,978 |
54,463 |
-2,515 |
-4.41% |
| Strategic Blueprint LLC |
71,608 |
68,548 |
-3,060 |
-4.27% |
| Nations Financial Group Inc. IA ADV |
20,614 |
19,964 |
-650 |
-3.15% |
| Patriot Financial Group Insurance Agency LLC |
23,466 |
22,751 |
-715 |
-3.05% |
| Valtinson Bruner Financial Planning LLC |
11,530 |
11,265 |
-265 |
-2.30% |
| Lineweaver Wealth Advisors LLC |
343,496 |
336,640 |
-6,856 |
-2.00% |
| BKD Wealth Advisors LLC |
113,174 |
112,274 |
-900 |
-0.80% |
| Weaver Consulting Group |
100,122 |
99,362 |
-760 |
-0.76% |
| Spire Wealth Management |
16,980 |
16,863 |
-117 |
-0.69% |
| Nikulski Financial Inc. |
13,445 |
13,370 |
-75 |
-0.56% |
| Blue Bell Private Wealth Management LLC |
12,030 |
11,996 |
-34 |
-0.28% |
| Southland Equity Partners LLC |
102,464 |
102,390 |
-74 |
-0.07% |
| 13F Filers Exiting PJUN |
|---|
| Range Financial Group LLC |
7,301 |
0 |
-7,301 |
-100.00% |
| Aurum Wealth Management Group LLC |
15,789 |
0 |
-15,789 |
-100.00% |
| Sound Income Strategies LLC |
2,128 |
0 |
-2,128 |
-100.00% |
| Advance Capital Management Inc. |
6,710 |
0 |
-6,710 |
-100.00% |
See Summary: Institutional Holders of PJUN
See Details: Top 10 Hedge Funds Holding PJUN
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