Innovator Etfs Tr s&p 500 ultra shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UFEB) 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 ultra
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $456k | 14k | 32.51 |
| 2024-06-30 | $445k | 14k | 31.70 |
| 2024-03-31 | $426k | 14k | 30.38 |
| 2023-12-31 | $412k | 14k | 29.37 |
| 2023-09-30 | $387k | 14k | 27.57 |
| 2023-06-30 | $390k | 14k | 27.81 |
| 2023-03-31 | $374k | 14k | 26.69 |
| 2022-12-31 | $381k | 14k | 26.38 |
| 2022-09-30 | $374k | 14k | 25.91 |
| 2022-06-30 | $380k | 14k | 26.33 |
| 2022-03-31 | $402k | 14k | 27.85 |
| 2021-12-31 | $257k | 9.2k | 27.94 |
| 2021-09-30 | $256k | 9.2k | 27.84 |
| 2021-06-30 | $254k | 9.2k | 27.62 |
| 2021-03-31 | $249k | 9.2k | 27.07 |
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