Atlantic Private Wealth »

Innovator Russell 2000 Pwr Buffer JUL shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth 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 Atlantic Private Wealth 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 Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $161k 5.5k 29.13

More positions owned by Atlantic Private Wealth

Spdr S&p500 Etf Etf (SPY)
Vanguard Idx Fund Etf (VTI)
Vanguard Total Etf (VXUS)
iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTF)
Vanguard Extended Etf (VXF)
Vanguard World Etf (ESGV)
Select Sector SPDR Etf (XLE)
iShares TR Esg Awr Etf (EAGG)
iShares iBonds Dec 2024 Term Treasury ETF Etf (IBTE)
iShares TR Esg SCRND Etf (XVV)
iShares Trust Esg Etf (DMXF)
iShares iBonds Dec 2032 Term Treasury ETF Etf (IBTM)
iShares iBonds Dec 2030 Term Treasury ETF Etf (IBTK)
iShares iBonds Dec 2029 Term Treasury ETF Etf (IBTJ)
iShares S&P 500 Etf (IVV)

View all positions for Atlantic Private Wealth

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

HighTower Advisors
Commonwealth Equity Services
Hanson McClain Advisors
Maltin Wealth Management
Motiv8 Investments
Advisor Group Holdings
Onyx Bridge Wealth Group
Berger Financial Group
Kestra Advisory Services
RFG Advisory
William Blair $ Company
Cetera Investment Advisers
Principal Securities
Diligent Investors
Fragasso

View all funds holding Innovator Russell 2000 Pwr Buffer JUL