Wealth Alliance »

Innovator Russell 2000 Pwr Buffer JUL shares owned by Wealth Alliance

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

Historical chart of Wealth Alliance 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 Wealth Alliance consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $280k 10k 28.08
2023-12-31 $270k 10k 27.08
2023-09-30 $250k 10k 25.02

More positions owned by Wealth Alliance

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Amazon (AMZN)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Real Estate Etf (VNQ)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Wealth Alliance

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