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

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

Historical chart of AE 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 AE 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $179k 5.7k 31.70
2025-09-30 $175k 5.7k 30.96
2025-06-30 $15k 500 29.20
2025-03-31 $14k 500 27.97
2024-12-31 $21k 700 29.44
2023-09-30 $583k 23k 25.02

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Meta Platforms Cl A (META)
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Ishares Tr Rus Tp200 Gr Etf (IWY)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for AE Wealth Management

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

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