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Innovator Russell 2000 Pwr Buffer JUL shares owned by Todd Wealth Management

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

Historical chart of Todd Wealth Management investment in Innovator Russell 2000 Pwr Buffer JUL

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All positions including Innovator Russell 2000 Pwr Buffer JUL held by Todd 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 Todd Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $812k 24k 33.97
2026-03-31 $765k 24k 32.03
2025-12-31 $758k 24k 31.70

More positions owned by Todd Wealth Management

Blackrock Science & Technolo SHS (BST)
NVIDIA Corporation (NVDA)
Royce Micro Capital Trust (RMT)
Central Securities (CET)
Apple (AAPL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Vanguard World Inf Tech Etf (VGT)
Broadcom (AVGO)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
British Amern Tob Sponsored Adr (BTI)

View all positions for Todd Wealth Management

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

Commonwealth Equity Services
Advisor Group Holdings
Cornerstone Wealth
Cetera Investment Advisers
Principal Securities
LPL Financial
Wealth Enhancement Advisory Services
Red Crane Wealth Management
Raymond James Financial
Berger Financial Group
William Blair $ Company
BFI Wealth Solutions
Kestra Advisory Services
Diligent Investors
Compass Advisory Group

View all funds holding Innovator Russell 2000 Pwr Buffer JUL