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Innovator Russell 2000 Pwr Buffer JUL shares owned by Onyx Bridge Wealth Group

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

Historical chart of Onyx Bridge Wealth Group 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 Onyx Bridge Wealth Group 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 Onyx Bridge Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 96k 27.11
2023-12-31 $2.3M 85k 27.08
2023-09-30 $2.0M 82k 25.02

More positions owned by Onyx Bridge Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Short Treas Bd (SHV)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Energy (XLE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Onyx Bridge Wealth Group

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
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
Long Island Wealth Management

View all funds holding Innovator Russell 2000 Pwr Buffer JUL