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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

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Quarterly reported holdings in Innovator Etfs Tr by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $271k 11k 25.50
2023-09-30 $260k 11k 24.46

More positions owned by Castle Rock Wealth Management

Coca-Cola Company (KO)
Chevron Corporation (CVX)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Castle Rock Wealth Management

Top funds holding Innovator Etfs Tr

Amplius Wealth Advisors
Commonwealth Equity Services
Vishria Bird Financial Group
AE Wealth Management
Strategic Blueprint
Bullseye Investment Management
Cambridge Investment Research Advisors
SageView Advisory Group
Kfg Wealth Management
Brookstone Capital Management
We Are One Seven
Financial Designs Corp
Fort Washington Investment Advisors
BCJ Capital Management
Centaurus Financial

View all funds holding Innovator Etfs Tr