Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Valtinson Bruner Financial Planning »

Innovator Russell 2000 Pwr Buffer JUL shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of Innovator Russell 2000 Pwr Buffer JUL (KJUL) shares owned by Valtinson Bruner Financial Planning from 13F filings

Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Innovator Russell 2000 Pwr Buffer JUL by Valtinson Bruner Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$478k	17k	28.08
2023-12-31	$461k	17k	27.08
2023-09-30	$417k	17k	25.02
2023-06-30	$402k	16k	25.69
2023-03-31	$384k	16k	24.77
2022-12-31	$389k	16k	25.07
2022-09-30	$358k	16k	23.10
2020-12-31	$4.6M	178k	26.07
2020-09-30	$4.4M	182k	24.26

More positions owned by Valtinson Bruner Financial Planning

Spdr Ser Tr Portfli Tips Etf (SPIP)

Spdr Ser Tr Portfolio S&p500 (SPLG)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Innovator Etfs Trust Us Eqty Bufr May (BMAY)

First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)

RBB Us Treas 20yr Bd (UTWY)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

RBB Us Treas 30yr Bd (UTHY)

RBB Us Treasr 10 Yr (UTEN)

RBB Us Treas 3 Mnth (TBIL)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)

Innovator Etfs Trust Us Eqty Pwr Buf (POCT)

First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)

Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)

View all positions for Valtinson Bruner Financial Planning

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

ODonnell Financial Services

Long Island Wealth Management

View all funds holding Innovator Russell 2000 Pwr Buffer JUL

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z