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Innovator Etfs Tr shares owned by Castle Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Castle Wealth Management from 13F filings

Historical chart of Castle Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $272k 8.3k 32.82

More positions owned by Castle Wealth Management

Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pimco Etf Tr Multisector Bd (PYLD)
T Rowe Price Etf Floating Rate (TFLR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Wisdomtree Tr Equity Premium (WTPI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Putnam Etf Trust Emerging Markets (PEMX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Ser Solutions Bahl Gaynor Sml (SMIG)
Global X Fds Us Infr Dev Etf (PAVE)
Apple (AAPL)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Gold Tr Shares Represent (IAUM)
Microsoft Corporation (MSFT)

View all positions for Castle Wealth Management

Top funds holding Innovator Etfs Tr

Wealthquest
Advisor Group Holdings
Raymond James Financial
Envestnet Asset Management
Cetera Investment Advisers
Commonwealth Equity Services
CLS Investments
Reliant Wealth Planning
Crown Wealth Group
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kingsview Wealth Management
Lee Johnson Capital Management
Brookstone Capital Management
Compass Advisory Group
Kure Advisory

View all funds holding Innovator Etfs Tr