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Innovator Laddered Fund Of S&p 500 Power Buffer Etfs shares owned by Castleview Partners

Quarter-by-quarter ownership of Innovator Laddered Fund Of S&p 500 Power Buffer Etfs (BUFF) shares owned by Castleview Partners from 13F filings

Historical chart of Castleview Partners investment in Innovator Laddered Fund Of S&p 500 Power Buffer Etfs

Tip: Access up to 7 years of quarterly data

All positions including Innovator Laddered Fund Of S&p 500 Power Buffer Etfs held by Castleview Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Laddered Fund Of S&p 500 Power Buffer Etfs by Castleview Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $142k 3.4k 41.74
2023-12-31 $73k 1.8k 40.08

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 Laddered Fund Of S&p 500 Power Buffer Etfs

Kingsview Wealth Management
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Philip James Wealth Mangement
Guardian Financial Partners
BKD Wealth Advisors
Townsquare Capital
CoreCap Advisors
HighTower Advisors
Brookstone Capital Management
Milestone Asset Management

View all funds holding Innovator Laddered Fund Of S&p 500 Power Buffer Etfs