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Innov Prem Inc 30 Barr-july shares owned by Kfg Wealth Management

Quarter-by-quarter ownership of Innov Prem Inc 30 Barr-july (JULJ) shares owned by Kfg Wealth Management from 13F filings

Historical chart of Kfg Wealth Management investment in Innov Prem Inc 30 Barr-july

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All positions including Innov Prem Inc 30 Barr-july held by Kfg Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innov Prem Inc 30 Barr-july by Kfg Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $714k 29k 24.90
2023-12-31 $712k 29k 24.90
2023-09-30 $519k 21k 24.72

More positions owned by Kfg Wealth Management

Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Cohen Steer Reit (ICF)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Us Aggbd Et (AGG)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Ark Etf Tr Fintech Innova (ARKF)
Apple (AAPL)

View all positions for Kfg Wealth Management

Top funds holding Innov Prem Inc 30 Barr-july

Bullseye Investment Management
Foundations Investment Advisors
Brookstone Capital Management
RPg Family Wealth Advisory
Kestra Advisory Services
Principal Securities
Pensionmark Financial Group
Kfg Wealth Management
Zimmermann Investment Management & Planning
Stratos Wealth Advisors
Atria Wealth Solutions
Susquehanna International
Commonwealth Equity Services
IFP Advisors
Orion Capital Management

View all funds holding Innov Prem Inc 30 Barr-july