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 (UJUN) 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 | $1.5M | 45k | 33.12 |
| 2024-06-30 | $1.4M | 45k | 32.05 |
| 2024-03-31 | $1.4M | 45k | 31.14 |
| 2023-12-31 | $1.4M | 46k | 29.90 |
| 2023-09-30 | $1.3M | 46k | 28.16 |
| 2023-06-30 | $1.4M | 47k | 28.58 |
| 2023-03-31 | $1.3M | 47k | 27.45 |
| 2022-12-31 | $1.3M | 47k | 27.45 |
| 2022-09-30 | $1.3M | 49k | 25.99 |
| 2022-06-30 | $1.3M | 49k | 27.04 |
| 2022-03-31 | $1.4M | 47k | 29.31 |
| 2021-12-31 | $1.3M | 47k | 28.86 |
| 2021-09-30 | $1.4M | 47k | 29.31 |
| 2021-06-30 | $1.4M | 49k | 28.84 |
| 2021-03-31 | $1.4M | 48k | 28.37 |
| 2020-12-31 | $1.4M | 49k | 28.07 |
| 2020-09-30 | $1.4M | 50k | 27.48 |
| 2020-06-30 | $1.4M | 50k | 27.17 |
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