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Innovator Russell 2000 Pwr Buffer JUL shares owned by XML Financial

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

Historical chart of XML Financial investment in Innovator Russell 2000 Pwr Buffer JUL

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All positions including Innovator Russell 2000 Pwr Buffer JUL held by XML Financial 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 XML Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 150k 30.96
2025-06-30 $4.4M 152k 29.20

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View all positions for XML Financial

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
Raymond James Financial
Berger Financial Group
William Blair $ Company
Wealth Enhancement Advisory Services
Diligent Investors

View all funds holding Innovator Russell 2000 Pwr Buffer JUL