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
Tip: Access up to 7 years of quarterly data
All positions including Innovator Etfs Tr s&p 500 pwr held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |
---|---|---|---|
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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