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Innovator Russell 2000 Pwr Buffer JUL shares owned by UBS Group

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

Historical chart of UBS Group 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 UBS Group 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 UBS Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $40k 1.4k 28.08
2023-09-30 $11k 445 25.02
2023-03-31 $109k 4.4k 24.77
2022-12-31 $97k 4.0k 24.23
2021-12-31 $26k 973 26.72
2021-03-31 $31k 1.2k 26.72
2020-12-31 $34k 1.3k 25.53

More positions owned by UBS Group

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Amazon Call Option (AMZN)
Ubs Group SHS Call Option (UBS)
JPMorgan Chase & Co. Call Option (JPM)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Meta Platforms Cl A Call Option (META)
Broadcom Call Option (AVGO)
Visa Com Cl A Call Option (V)
Alphabet Cap Stk Cl C Call Option (GOOG)
UnitedHealth Call Option (UNH)

View all positions for UBS Group

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

HighTower Advisors
Commonwealth Equity Services
Maltin Wealth Management
Cary Street Partner Investment Advisory
Jane Street
Onyx Bridge Wealth Group
Advisor Group Holdings
Berger Financial Group
Cetera Investment Advisers
Motiv8 Investments
Aurum Wealth Management Group
Fragasso
Diligent Investors
BKD Wealth Advisors
Principal Securities

View all funds holding Innovator Russell 2000 Pwr Buffer JUL