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 (PDEC) 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
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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 |
|---|---|---|---|
| 2025-09-30 | $3.7M | 87k | 42.05 |
| 2025-06-30 | $3.5M | 87k | 40.48 |
| 2025-03-31 | $3.5M | 92k | 37.69 |
| 2024-12-31 | $3.6M | 92k | 39.36 |
| 2024-09-30 | $3.6M | 94k | 38.35 |
| 2024-06-30 | $3.6M | 95k | 37.54 |
| 2024-03-31 | $3.4M | 95k | 36.16 |
| 2023-12-31 | $3.3M | 96k | 34.78 |
| 2023-09-30 | $691k | 21k | 32.36 |
| 2023-06-30 | $714k | 21k | 33.28 |
| 2023-03-31 | $698k | 22k | 31.52 |
| 2022-12-31 | $688k | 22k | 31.04 |
| 2022-09-30 | $485k | 17k | 28.52 |
| 2022-06-30 | $497k | 17k | 29.23 |
| 2022-03-31 | $527k | 17k | 30.99 |
| 2021-12-31 | $521k | 17k | 30.64 |
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