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Innovator Russell 2000 Pwr Buffer JUL shares owned by WorthPointe

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2023-12-31 $896k 33k 27.08
2023-09-30 $828k 33k 25.02
2023-06-30 $820k 32k 25.69
2023-03-31 $740k 30k 24.77
2022-12-31 $724k 30k 24.23
2022-09-30 $690k 30k 23.09

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Etf Opportunities Trust American Conser (ACVF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)
Exxon Mobil Corporation (XOM)

View all positions for WorthPointe

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
Fragasso
Diligent Investors
BKD Wealth Advisors
Principal Securities
ODonnell Financial Services
Long Island Wealth Management

View all funds holding Innovator Russell 2000 Pwr Buffer JUL