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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

Tip: Access up to 7 years of quarterly data

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
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 Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
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)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Portfli High Yld (SPHY)

View all positions for SageView Advisory Group

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

HighTower Advisors
Commonwealth Equity Services
Hanson McClain Advisors
Maltin Wealth Management
Motiv8 Investments
Advisor Group Holdings
Onyx Bridge Wealth Group
Berger Financial Group
Kestra Advisory Services
RFG Advisory
William Blair $ Company
Cetera Investment Advisers
Principal Securities
Diligent Investors
Fragasso

View all funds holding Innovator Russell 2000 Pwr Buffer JUL