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

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

Historical chart of Castle Wealth Management investment in Innovator Etfs Tr s&p 500 power

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 power 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 power by Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 26k 39.11
2023-12-31 $732k 20k 37.24

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 s&p 500 power

Alliancebernstein
Brookstone Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Penserra Capital Management
Lincoln National
Raymond James Financial Services Advisors
Envestnet Asset Management
Range Financial Group
Janney Montgomery Scott
Southland Equity Partners
Carnick & Kubik
Legacy CG
Strategic Wealth Partners
BKD Wealth Advisors

View all funds holding Innovator Etfs Tr s&p 500 power