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Innovator Etfs Tr s&p 500 pwr bu shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr bu (PAUG) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in Innovator Etfs Tr s&p 500 pwr bu

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwr bu 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 Tr s&p 500 pwr bu by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $720k 22k 32.97
2023-09-30 $679k 22k 31.08
2023-06-30 $218k 7.0k 31.16
2023-03-31 $236k 8.0k 29.52
2022-12-31 $234k 8.0k 29.30

More positions owned by Castle Rock Wealth Management

Coca-Cola Company (KO)
Chevron Corporation (CVX)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Castle Rock Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 pwr bu

Alliancebernstein
AE Wealth Management
Advisor Group Holdings
Brookstone Capital Management
Commonwealth Equity Services
SageView Advisory Group
Penserra Capital Management
HighTower Advisors
Ascent Wealth Partners
William Blair $ Company
Sageworth Trust Company
InterOcean Capital Group
MAI Wealth Advisors
Integral Investment Advisors
Soltis Investment Advisors

View all funds holding Innovator Etfs Tr s&p 500 pwr bu