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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 (PDEC) 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
2025-12-31 $308k 7.1k 43.38
2025-03-31 $257k 6.8k 37.60

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)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Wisdomtree Tr Equity Premium (WTPI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Putnam Etf Trust Emerging Markets (PEMX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Ser Solutions Bahl Gaynor Sml (SMIG)
Apple (AAPL)
Ishares Gold Tr Shares Represent (IAUM)
Global X Fds Us Infr Dev Etf (PAVE)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Castle Wealth Management

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

Alliancebernstein
Penserra Capital Management
Colony
Brookstone Capital Management
Advisor Group Holdings
William Blair $ Company
Commonwealth Equity Services
LPL Financial
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Soltis Investment Advisors
Caprock
Raymond James Financial
Bellwether Advisors

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