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

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

Historical chart of Castle 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 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $586k 18k 33.37
2023-09-30 $354k 11k 31.05

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Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core Div Grwth (DGRO)
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Matthews Asia Fds Emerging Markets (MEMX)
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View all positions for Castle 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