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Innovator Russell 2000 Pwr Buffer JUL shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in Innovator Russell 2000 Pwr Buffer JUL

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All positions including Innovator Russell 2000 Pwr Buffer JUL held by SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $280k 10k 27.97
2024-12-31 $430k 15k 29.44
2024-09-30 $723k 25k 29.13
2024-06-30 $717k 26k 27.64
2023-12-31 $1.1M 40k 26.87
2023-09-30 $998k 40k 25.02
2023-06-30 $460k 18k 25.69

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Portfli High Yld (SPHY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

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Berger Financial Group
Raymond James Financial
William Blair $ Company
Wealth Enhancement Advisory Services
Diligent Investors

View all funds holding Innovator Russell 2000 Pwr Buffer JUL