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Innovator Russell 2000 Pwr Buffer JUL shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.8k 200 29.20
2025-03-31 $5.6k 200 27.97

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View all positions for Cape Investment Advisory

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

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

View all funds holding Innovator Russell 2000 Pwr Buffer JUL