Innovator Russell 2000 Pwr Buffer JUL shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of Innovator Russell 2000 Pwr Buffer JUL (KJUL) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in Innovator Russell 2000 Pwr Buffer JUL
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Quarterly reported holdings in Innovator Russell 2000 Pwr Buffer JUL by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $514k | 18k | 29.44 |
| 2024-09-30 | $576k | 20k | 29.13 |
| 2024-06-30 | $664k | 24k | 27.64 |
| 2024-03-31 | $706k | 25k | 28.08 |
| 2023-12-31 | $748k | 28k | 27.08 |
| 2023-09-30 | $727k | 29k | 25.02 |
| 2023-06-30 | $766k | 30k | 25.69 |
| 2023-03-31 | $785k | 32k | 24.77 |
| 2022-12-31 | $772k | 32k | 24.23 |
| 2022-09-30 | $704k | 31k | 23.10 |
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