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Innovator Russell 2000 Pwr Buffer JUL shares owned by Jacobi Capital Management

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

Historical chart of Jacobi Capital Management investment in Innovator Russell 2000 Pwr Buffer JUL

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All positions including Innovator Russell 2000 Pwr Buffer JUL held by Jacobi Capital Management 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 Jacobi Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 35k 30.96
2025-06-30 $1.0M 35k 29.20
2025-03-31 $959k 34k 27.97
2024-12-31 $1.0M 34k 29.44
2024-09-30 $998k 34k 29.13

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Index Fds Total Stk Mkt (VTI)
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Apple (AAPL)
Microsoft Corporation (MSFT)
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Opportunities Trust Applied Fina Val (VSLU)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Jacobi Capital Management

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