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Innovator Russell 2000 Pwr Buffer JUL shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group 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 Crown Wealth Group 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 Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $618k 21k 29.13
2024-06-30 $683k 25k 27.64
2024-03-31 $696k 25k 28.08
2023-12-31 $713k 26k 27.08
2023-09-30 $758k 30k 25.02

More positions owned by Crown Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Equity Market (DFUS)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr U.s. Tech Etf (IYW)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Wisdomtree Tr India Erngs Fd (EPI)
Amazon (AMZN)

View all positions for Crown Wealth Group

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