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Innovator Etfs Tr russell 2000 p shares owned by Castle Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr russell 2000 p (KJAN) shares owned by Castle Wealth Management from 13F filings

Historical chart of Castle Wealth Management investment in Innovator Etfs Tr russell 2000 p

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr russell 2000 p 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 russell 2000 p by Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $448k 13k 35.37
2023-12-31 $221k 6.5k 34.31

More positions owned by Castle Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
T Rowe Price Etf Floating Rate (TFLR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Etf Ser Solutions Aam Bahl & Gayn (SMIG)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Matthews Asia Fds Emerging Markets (MEMX)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr MRGSTR MD CP GRW (IMCG)

View all positions for Castle Wealth Management

Top funds holding Innovator Etfs Tr russell 2000 p

Compass Advisory Group
PFS Partners
Berkshire Money Management
Legacy CG
ODonnell Financial Services
Commonwealth Equity Services
MBL Wealth
Long Island Wealth Management
Gradient Investments
Bullseye Investment Management
SMI Advisory Services
AdvisorNet Financial
Brookstone Capital Management
David R. Rahn Inc. dba Avalon Capital Management
Advisor Group Holdings

View all funds holding Innovator Etfs Tr russell 2000 p