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

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 power (PNOV) 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 power

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 37k 34.33
2023-09-30 $769k 23k 33.09
2023-06-30 $788k 23k 33.91
2023-03-31 $922k 29k 31.96
2022-12-31 $907k 29k 31.44
2021-09-30 $201k 6.5k 30.79

More positions owned by Castle Rock Wealth Management

Coca-Cola Company (KO)
Chevron Corporation (CVX)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Castle Rock Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 power

Alliancebernstein
Stuart Chaussee & Associates
Requisite Capital Management
Penserra Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial Services Advisors
Caprock
Townsquare Capital
HighTower Advisors
Beacon Pointe Advisors
Strategic Wealth Partners
Asset Management Resources
Lincoln National
Keystone Wealth Services

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