Innovator Etfs Tr s&p 500 pwr shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PJUL) 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
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwr by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 26k | 45.60 |
| 2025-06-30 | $1.2M | 26k | 44.27 |
| 2025-03-31 | $1.1M | 26k | 40.30 |
| 2024-12-31 | $1.1M | 26k | 42.06 |
| 2024-09-30 | $1.1M | 27k | 40.29 |
| 2024-06-30 | $1.1M | 28k | 38.97 |
| 2024-03-31 | $1.0M | 27k | 37.62 |
| 2023-12-31 | $969k | 27k | 35.80 |
| 2023-09-30 | $802k | 24k | 33.79 |
| 2023-06-30 | $476k | 14k | 34.22 |
| 2023-03-31 | $442k | 14k | 31.76 |
| 2022-12-31 | $434k | 14k | 31.23 |
| 2022-09-30 | $398k | 14k | 28.62 |
| 2022-06-30 | $387k | 13k | 29.84 |
| 2022-03-31 | $397k | 13k | 30.61 |
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