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Innovator Russell 2000 Pwr Buffer JUL shares owned by BFI Wealth Solutions

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

Historical chart of BFI Wealth Solutions 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 BFI Wealth Solutions 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 BFI Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 43k 31.70

More positions owned by BFI Wealth Solutions

Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)
Schwab Strategic Tr Fundamental Intl (FNDF)
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Fundamental Intl (FNDC)
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr U S Equity Factr (LRGF)

View all positions for BFI Wealth Solutions

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

Compass Advisory Group
Commonwealth Equity Services
HighTower Advisors
Advisor Group Holdings
XML Financial
Cetera Investment Advisers
Cary Street Partners Financial
Principal Securities
Kestra Advisory Services
Red Crane Wealth Management
Berger Financial Group
Raymond James Financial
William Blair $ Company
LPL Financial
Wealth Enhancement Advisory Services

View all funds holding Innovator Russell 2000 Pwr Buffer JUL