Innovator Etfs Tr shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Innovator Etfs Tr (TJUL) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Innovator Etfs Tr
Tip: Access up to 7 years of quarterly data
All positions including Innovator Etfs Tr held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Innovator Etfs Tr by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 11k | 29.37 |
| 2025-06-30 | $306k | 11k | 28.78 |
| 2025-03-31 | $298k | 11k | 28.06 |
| 2024-12-31 | $299k | 11k | 28.13 |
| 2024-09-30 | $291k | 11k | 27.39 |
| 2024-06-30 | $285k | 11k | 26.83 |
| 2024-03-31 | $276k | 11k | 26.01 |
| 2023-12-31 | $271k | 11k | 25.50 |
| 2023-09-30 | $260k | 11k | 24.46 |
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