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Innovator Etfs Trust shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Trust (DDFD) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust 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 Trust by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $771k 40k 19.21

More positions owned by Castle Rock Wealth Management

NVIDIA Corporation (NVDA)
Coca-Cola Company (KO)
Chevron Corporation (CVX)
Apple (AAPL)
Ishares Tr TRS FLT RT BD (TFLO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Meta Platforms Cl A (META)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)

View all positions for Castle Rock Wealth Management

Top funds holding Innovator Etfs Trust

Signature
SageView Advisory Group
Kingsview Wealth Management
Ausdal Financial Partners
Commonwealth Equity Services
Sykon Capital
Cambridge Investment Research Advisors
Weaver Capital Management
Welch Financial Planning
Brookstone Capital Management
Archer Investment Corp
Diligent Investors
Absolute Investment Management
Cetera Investment Advisers
Berson & Corrado Investment Advisors

View all funds holding Innovator Etfs Trust