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Innovator Russell 2000 Pwr Buffer JUL shares owned by Gradient Investments

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

Historical chart of Gradient Investments 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 Gradient Investments 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 Gradient Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $300k 11k 28.08
2023-12-31 $18M 645k 27.08
2023-09-30 $15M 587k 25.02
2022-09-30 $5.7M 249k 23.09

More positions owned by Gradient Investments

Spdr Ser Tr Portfolio S&p500 (SPLG)
Innovator Etfs Trust Gradient Tactic (IGTR)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Doubleline Etf Trust Mortgage Etf (DMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Goldman Sachs Etf Tr Future Consumer (GBUY)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Apple (AAPL)

View all positions for Gradient Investments

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

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

View all funds holding Innovator Russell 2000 Pwr Buffer JUL