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Innovator Russell 2000 Pwr Buffer JUL shares owned by Long Island Wealth Management

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

Historical chart of Long Island Wealth Management 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 Long Island Wealth 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 Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $970k 35k 27.63
2024-03-31 $1.3M 47k 28.07
2023-12-31 $1.5M 56k 27.08

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr Sp500 Ex Tech (SPXT)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Health Car Etf (VHT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Long Island Wealth Management

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

HighTower Advisors
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Maltin Wealth Management
Motiv8 Investments
Onyx Bridge Wealth Group
Kestra Advisory Services
RFG Advisory
Cetera Investment Advisers
Principal Securities
Susquehanna International
Diligent Investors
Fragasso
Cambridge Investment Research Advisors
ODonnell Financial Services

View all funds holding Innovator Russell 2000 Pwr Buffer JUL