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Innovator Russell 2000 Pwr Buffer JUL shares owned by David Allen

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

Historical chart of David Allen investment in Innovator Russell 2000 Pwr Buffer JUL

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All positions including Innovator Russell 2000 Pwr Buffer JUL held by David Allen 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 David Allen

Quarter filed Position value Share count Share price at filing
2023-09-30 $925k 37k 25.01
2023-06-30 $558k 22k 25.69
2023-03-31 $729k 29k 24.77
2022-12-31 $1.1M 43k 24.24
2022-09-30 $511k 22k 23.09

More positions owned by David Allen

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Tr Intrnl Dev Aprl (IAPR)
Innovator Etfs Tr Us Equt Bufr Aug (BAUG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN)
Amazon (AMZN)
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB)
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL)
Kkr & Co (KKR)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Innovator Etfs Tr Equity Def Protn (TJUL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)

View all positions for David Allen

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
Berger Financial Group
Aurum Wealth Management Group
Onyx Bridge Wealth 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