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Innovator S&p 500 Pwr Buffer shares owned by Castleview Partners

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (UMAR) shares owned by Castleview Partners from 13F filings

Historical chart of Castleview Partners investment in Innovator S&p 500 Pwr Buffer

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Pwr Buffer held by Castleview Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Castleview Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $37k 1.1k 34.88
2024-06-30 $67k 2.0k 33.67
2024-03-31 $65k 2.0k 32.66
2023-12-31 $63k 2.0k 31.60

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate (MBSF)
Apple (AAPL)
Amgen (AMGN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Microsoft Corporation (MSFT)
Home Depot (HD)
Vaneck Etf Trust Clo Etf (CLOI)
Bristol Myers Squibb (BMY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Proshares Tr Pshs Ultra Qqq (QLD)

View all positions for Castleview Partners

Top funds holding Innovator S&p 500 Pwr Buffer

Advance Capital Management
We Are One Seven
Brookstone Capital Management
Hartland & Co
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
Commonwealth Equity Services
Encompass More Asset Management
Advisor Group Holdings
BCJ Capital Management
Donald L. Hagan
Branch Banking & Trust Company
Worth Financial Advisory Group
Berger Financial Group
Spire Wealth Management

View all funds holding Innovator S&p 500 Pwr Buffer