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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
2024-03-31 $696k 25k 28.08
2023-12-31 $713k 26k 27.08
2023-09-30 $758k 30k 25.02

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Spdr Ser Tr Portfolio S&p500 (SPLG)
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Vanguard World Comm Srvc Etf (VOX)
Apple (AAPL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)

View all positions for Crown Wealth Group

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

HighTower Advisors
Commonwealth Equity Services
Tradition Wealth Management
Maltin Wealth Management
Cary Street Partner Investment Advisory
Advisor Group Holdings
Onyx Bridge Wealth Group
Berger Financial Group
Aurum Wealth Management Group
Fragasso
Diligent Investors
BKD Wealth Advisors
Principal Securities
ODonnell Financial Services
Long Island Wealth Management

View all funds holding Innovator Russell 2000 Pwr Buffer JUL