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Innovator Etfs Tr shares owned by Castle Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (KAPR) 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
2024-09-30 $275k 8.5k 32.46
2024-06-30 $400k 13k 30.80

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)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Putwrite Strat (PUTW)
Etf Ser Solutions Bahl Gaynor Sml (SMIG)
Matthews Asia Fds Emerging Markets (MEMX)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Global X Fds Us Infr Dev Etf (PAVE)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)

View all positions for Castle Wealth Management

Top funds holding Innovator Etfs Tr

Personal Cfo Solutions
Commonwealth Equity Services
ODonnell Financial Services
Advisor Group Holdings
Cetera Investment Advisers
Tradition Wealth Management
Raymond James Financial Services Advisors
William Blair $ Company
Kestra Advisory Services
Catalina Capital Group
SageView Advisory Group
Cambridge Investment Research Advisors
Valtinson Bruner Financial Planning
First Commonwealth Financial Corporation
Berson & Corrado Investment Advisors

View all funds holding Innovator Etfs Tr