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Innovator Etfs Tr s&p 500 buffer e shares owned by Castleview Partners

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer e (BDEC) shares owned by Castleview Partners from 13F filings

Historical chart of Castleview Partners investment in Innovator Etfs Tr s&p 500 buffer e

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 buffer e held by Castleview Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 buffer e by Castleview Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $15k 375 40.60
2023-12-31 $14k 375 38.25

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate
Ea Series Trust Alpha Arch 1-3 (BOXX)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Amgen (AMGN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Nextera Energy (NEE)
Vaneck Etf Trust Clo Etf (CLOI)
Visa Com Cl A (V)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Castleview Partners

Top funds holding Innovator Etfs Tr s&p 500 buffer e

Bullseye Investment Management
Brookstone Capital Management
Penserra Capital Management
Commonwealth Equity Services
Advisor Group Holdings
HighTower Advisors
My Personal CFO
Cambridge Investment Research Advisors
Lincoln National
Envestnet Asset Management
HPM Partners
Krilogy Financial
LPL Financial
Susquehanna International
Janney Montgomery Scott

View all funds holding Innovator Etfs Tr s&p 500 buffer e