Castle Wealth Management »

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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwretf held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwretf by Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $213k 5.4k 39.57

More positions owned by Castle Wealth Management

Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pimco Etf Tr Multisector Bd (PYLD)
T Rowe Price Etf Floating Rate (TFLR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Wisdomtree Tr Equity Premium (WTPI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Putnam Etf Trust Emerging Markets (PEMX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Ser Solutions Bahl Gaynor Sml (SMIG)
Global X Fds Us Infr Dev Etf (PAVE)
Apple (AAPL)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Gold Tr Shares Represent (IAUM)
Microsoft Corporation (MSFT)

View all positions for Castle Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Alliancebernstein
Steward Partners Investment Advisory
Penserra Capital Management
HPM Partners
Advisor Group Holdings
Commonwealth Equity Services
Envestnet Asset Management
Raymond James Financial
LPL Financial
Wealth Enhancement Advisory Services
Kovitz Investment Group Partners
Janney Montgomery Scott
Stephens
CoreCap Advisors
HighTower Advisors

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