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Innovator Russell 2000 Pwr Buffer JUL shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors 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 Whipplewood Advisors 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 Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 393 30.96
2025-06-30 $12k 393 29.20
2025-03-31 $11k 2.1k 5.32

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
Vanguard Etf/usa Exchange Traded Fund (VT)
Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

Compass Advisory Group
Commonwealth Equity Services
HighTower Advisors
Advisor Group Holdings
Cary Street Partners Financial
XML Financial
Cetera Investment Advisers
Principal Securities
Kestra Advisory Services
Red Crane Wealth Management
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