Pillar Wealth Advisors, LLC PJUL INNOVATOR ETFS TR

Ownership history in Pillar Wealth Advisors, LLC  ·  16 quarters on record

AI Ownership Summary

Pillar Wealth Advisors, LLC reported INNOVATOR ETFS TR (PJUL) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 6.77% in 2024 Q3. The latest visible filing shows PJUL at 6.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pillar Wealth Advisors, LLC's position in INNOVATOR ETFS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PJUL was reported at 6.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.77% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Pillar Wealth Advisors, LLC held PJUL — position size vs. price
% of Fund (quarterly)    PJUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 5,593 0% 6.77% $226K 2025-11-14 (Est.) $45.68
2025 Q2 UNCHANGED 5,593 0% 6.77% $226K 2025-08-08 $44.51
2025 Q1 UNCHANGED 5,593 0% 6.77% $226K 2025-04-14 $39.43
2024 Q4 UNCHANGED 5,593 0% 6.77% $226K 2025-01-16 $41.44
2024 Q3 REDUCED 87.1% +1.8% 5,593 -37,606 -87.1% 6.77% $226K 2024-11-05 $40.52
2024 Q2 REDUCED 12.9% +4.2% 43,199 -6,421 -12.9% 2.01% $1.7M 2024-08-14 $39.08
2024 Q1 UNCHANGED 49,620 0% 1.42% $1.9M 2024-05-07 $38.20
2023 Q4 UNCHANGED 49,620 0% 1.38% $1.8M 2024-02-05 $36.94
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Pillar Wealth Advisors, LLC and PJUL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pillar Wealth Advisors, LLC reported owning PJUL?

Pillar Wealth Advisors, LLC reported PJUL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PJUL position in Pillar Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for PJUL was 6.77% in 2024 Q3.

What is the latest reported PJUL position on this page?

The most recent filing on this page is 2025 Q3, when Pillar Wealth Advisors, LLC reported 5,593 shares, equal to 6.77% of portfolio, with an estimated market value of $226K.

What does the chart on this PJUL ownership page compare?

The chart compares Pillar Wealth Advisors, LLC's quarterly PJUL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Pillar Wealth Advisors, LLC time their PJUL position?

Based on 13F filing dates vs. subsequent PJUL price moves, Pillar Wealth Advisors, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on PJUL relative to SPY over the holding period was -2.1%.

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