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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 (PSEP) 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

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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 $230k 5.4k 42.98
2025-06-30 $222k 5.4k 41.44
2025-03-31 $206k 5.4k 38.45
2024-12-31 $214k 5.4k 39.94

More positions owned by Castle Rock Wealth Management

NVIDIA Corporation (NVDA)
Ishares Tr TRS FLT RT BD (TFLO)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Chevron Corporation (CVX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Palantir Technologies Cl A (PLTR)

View all positions for Castle Rock Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
Penserra Capital Management
Commonwealth Equity Services
Brookstone Capital Management
Citadel Advisors
Advisor Group Holdings
Susquehanna International
Stuart Chaussee & Associates
Envestnet Asset Management
Cresset Asset Management
LPL Financial
Kovitz Investment Group Partners
HighTower Advisors
Raymond James Financial
Kestra Advisory Services

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