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Innovator S&p 500 Pwr Buffer shares owned by Castleview Partners

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (BMAR) shares owned by Castleview Partners from 13F filings

Historical chart of Castleview Partners investment in Innovator S&p 500 Pwr Buffer

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Castleview Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $43k 946 45.02
2024-09-30 $43k 946 45.02
2024-06-30 $74k 1.7k 43.17
2024-03-31 $72k 1.7k 41.67
2023-12-31 $68k 1.7k 39.61

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate (MBSF)
Apple (AAPL)
Advisor Managed Portfolios Regan Fixed Rate (MBSX)
ConocoPhillips (COP)
Home Depot (HD)
Managed Portfolio Series Leuthold Select (LST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Bristol Myers Squibb (BMY)
Amgen (AMGN)
Fidelity Covington Trust High Divid Etf (FDVV)
Proshares Tr Pshs Ultra Qqq (QLD)
Vaneck Merk Gold Etf Gold Shs (OUNZ)

View all positions for Castleview Partners

Top funds holding Innovator S&p 500 Pwr Buffer

Penserra Capital Management
Absolute Investment Management
Commonwealth Equity Services
Advisor Group Holdings
HighTower Advisors
Retirement Planning Group
HPM Partners
Valtinson Bruner Financial Planning
Raymond James Financial
Envestnet Asset Management
Cetera Investment Advisers
Main Street Financial Solutions
Blue Bell Private Wealth Management
Kestra Advisory Services
Cambridge Investment Research Advisors

View all funds holding Innovator S&p 500 Pwr Buffer