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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
2024-09-30 $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)
Amgen (AMGN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Microsoft Corporation (MSFT)
Home Depot (HD)
Vaneck Etf Trust Clo Etf (CLOI)
Bristol Myers Squibb (BMY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Proshares Tr Pshs Ultra Qqq (QLD)

View all positions for Castleview Partners

Top funds holding Innovator S&p 500 Pwr Buffer

Outlook Wealth Advisors
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HighTower Advisors
Valtinson Bruner Financial Planning
My Personal CFO
Belpointe Asset Management
Envestnet Asset Management
Fragasso
HPM Partners
Main Street Financial Solutions
Cambridge Investment Research Advisors
Blue Bell Private Wealth Management

View all funds holding Innovator S&p 500 Pwr Buffer