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Innovator Etfs Tr S&p 500 Pwr Bu shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in Innovator Etfs Tr S&p 500 Pwr Bu

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr S&p 500 Pwr Bu held by Castle Rock Wealth Management 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 Pwr Bu by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 48k 33.21
2023-09-30 $1.5M 48k 31.36
2023-06-30 $1.5M 48k 31.66
2023-03-31 $1.3M 42k 30.59
2022-12-31 $1.3M 43k 30.65
2022-09-30 $1.2M 44k 28.38
2022-06-30 $1.3M 44k 29.62

More positions owned by Castle Rock Wealth Management

Coca-Cola Company (KO)
Chevron Corporation (CVX)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Castle Rock Wealth Management

Top funds holding Innovator Etfs Tr S&p 500 Pwr Bu

Alliancebernstein
Penserra Capital Management
Jane Street
Commonwealth Equity Services
Lineweaver Wealth Advisors
McAdam
Strategic Wealth Partners
Advisor Group Holdings
Brookstone Capital Management
Branch Banking & Trust Company
HighTower Advisors
William Blair $ Company
Lincoln National
Andina Capital Management
BKD Wealth Advisors

View all funds holding Innovator Etfs Tr S&p 500 Pwr Bu