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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 ultra 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 ultra by Castleview Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $14k 432 33.42
2023-12-31 $14k 432 32.04

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 ultra

Brookstone Capital Management
We Are One Seven
Commonwealth Equity Services
Milestone Asset Management
Arete Wealth Advisors
Kfg Wealth Management
Advisor Group Holdings
Goss Wealth Management
Castle Rock Wealth Management
Branch Banking & Trust Company
Spire Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Strategic Blueprint
HighTower Advisors
BCJ Capital Management

View all funds holding Innovator Etfs Tr s&p 500 ultra