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Innovator Russell 2000 Pwr Buffer JUL shares owned by BCGM Wealth Management

Quarter-by-quarter ownership of Innovator Russell 2000 Pwr Buffer JUL (KJUL) shares owned by BCGM Wealth Management from 13F filings

Historical chart of BCGM Wealth Management investment in Innovator Russell 2000 Pwr Buffer JUL

Tip: Access up to 7 years of quarterly data

All positions including Innovator Russell 2000 Pwr Buffer JUL held by BCGM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Russell 2000 Pwr Buffer JUL by BCGM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $214k 7.6k 28.08
2023-12-31 $206k 7.6k 27.08
2021-12-31 $201k 7.6k 26.41
2021-09-30 $203k 7.6k 26.68

More positions owned by BCGM Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pacer Fds Tr Developed Mrkt (ICOW)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for BCGM Wealth Management

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

HighTower Advisors
Commonwealth Equity Services
Tradition Wealth Management
Maltin Wealth Management
Cary Street Partner Investment Advisory
Advisor Group Holdings
Onyx Bridge Wealth Group
Berger Financial Group
Aurum Wealth Management Group
Fragasso
Diligent Investors
BKD Wealth Advisors
Principal Securities
ODonnell Financial Services
Long Island Wealth Management

View all funds holding Innovator Russell 2000 Pwr Buffer JUL