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Innovator Russell 2000 Pwr Buffer JUL shares owned by Legacy CG

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

Historical chart of Legacy CG investment in Innovator Russell 2000 Pwr Buffer JUL

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All positions including Innovator Russell 2000 Pwr Buffer JUL held by Legacy CG 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 Legacy CG

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 371k 27.08

More positions owned by Legacy CG

Principal Exchange Traded Us Mega Cp Etf (USMC)
American Centy Etf Tr Multisector (MUSI)
Pacer Fds Tr Pacer Us Small (CALF)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Amazon (AMZN)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amgen (AMGN)

View all positions for Legacy CG

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