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Innovator Russell 2000 Pwr Buffer JUL shares owned by Keystone Wealth Services

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

Historical chart of Keystone Wealth Services 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 Keystone Wealth Services 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 Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 5.2k 41.42

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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE)
Ishares Tr Core S&p500 Etf (IVV)
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Spdr Series Trust State Street Spd (XNTK)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
First Tr Exchange-traded A Com Shs (FAD)

View all positions for Keystone Wealth Services

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

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

View all funds holding Innovator Russell 2000 Pwr Buffer JUL