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Innovator Etfs Tr shares owned by Castleview Partners

Quarter-by-quarter ownership of Innovator Etfs Tr (SFLR) shares owned by Castleview Partners from 13F filings

Historical chart of Castleview Partners investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Castleview Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Castleview Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $988k 27k 36.03
2025-06-30 $935k 28k 33.57
2025-03-31 $798k 25k 31.39
2024-12-31 $346k 11k 31.81
2024-09-30 $346k 11k 31.81
2024-06-30 $149k 4.8k 30.89

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate (MBSF)
Apple (AAPL)
Advisor Managed Portfolios Regan Fixed Rate (MBSX)
ConocoPhillips (COP)
Home Depot (HD)
Managed Portfolio Series Leuthold Select (LST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Bristol Myers Squibb (BMY)
Amgen (AMGN)
Fidelity Covington Trust High Divid Etf (FDVV)
Proshares Tr Pshs Ultra Qqq (QLD)
Vaneck Merk Gold Etf Gold Shs (OUNZ)

View all positions for Castleview Partners

Top funds holding Innovator Etfs Tr

LPL Financial
Commonwealth Equity Services
Kingsview Wealth Management
Chicago Partners Investment
Delta Investment Management
Advisor Group Holdings
Envestnet Asset Management
Wetzel Investment Advisors
Southland Equity Partners
HighTower Advisors
Sentinus
Winnow Wealth
Pallas Capital Advisors
Evolution Wealth Management
Cetera Investment Advisers

View all funds holding Innovator Etfs Tr