Innovator Etfs Tr s&p 500 pwretf shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwretf (POCT) 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 pwretf
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwretf by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 28k | 40.44 |
| 2024-09-30 | $1.2M | 30k | 38.83 |
| 2024-06-30 | $1.1M | 29k | 38.32 |
| 2024-03-31 | $1.1M | 29k | 37.32 |
| 2023-12-31 | $1.0M | 29k | 35.91 |
| 2023-09-30 | $804k | 24k | 33.99 |
| 2023-06-30 | $354k | 11k | 33.41 |
| 2023-03-31 | $339k | 11k | 32.01 |
| 2022-12-31 | $331k | 11k | 31.21 |
| 2022-09-30 | $233k | 8.2k | 28.59 |
| 2022-06-30 | $218k | 7.7k | 28.50 |
| 2022-03-31 | $230k | 7.7k | 30.07 |
| 2021-12-31 | $227k | 7.7k | 29.67 |
| 2021-09-30 | $232k | 7.7k | 30.33 |
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