Castle Rock Wealth Management, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is UFEB and the CUSIP is 45782C425. A total of 42 filers reported holding INNOVATOR ETFS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$386,724
-0.9%
14,0270.0%0.13%
-2.3%
Q2 2023$390,148
+4.2%
14,0270.0%0.13%
-0.7%
Q1 2023$374,355
-1.7%
14,027
-2.8%
0.13%
-21.2%
Q4 2022$380,716
+1.8%
14,4320.0%0.17%
-9.6%
Q3 2022$374,000
-1.6%
14,4320.0%0.19%
-3.1%
Q2 2022$380,000
-5.5%
14,4320.0%0.19%
+4.9%
Q1 2022$402,000
+56.4%
14,432
+56.9%
0.18%
+76.2%
Q4 2021$257,000
+0.4%
9,1970.0%0.10%
+19.3%
Q3 2021$256,000
+0.8%
9,1970.0%0.09%
-5.4%
Q2 2021$254,000
+2.0%
9,1970.0%0.09%
-7.0%
Q1 2021$249,0009,1970.10%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Soltis Investment Advisors LLC 292,613$7,703,0381.01%
KFG WEALTH MANAGEMENT, LLC 32,010$842,6630.86%
Lloyd Advisory Services, LLC. 39,528$1,0400.72%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 58,065$1,528,5610.47%
Stratos Wealth Advisors, LLC 168,466$4,434,8680.37%
Comprehensive Financial Consultants Institutional, Inc. 20,933$551,4780.33%
Sound View Wealth Advisors Group, LLC 50,100$1,318,8830.28%
Alera Investment Advisors, LLC 36,347$956,8350.23%
Brookstone Capital Management 387,035$10,190,7090.21%
Smith Anglin Financial, LLC 35,633$938,0390.18%
View complete list of INNOVATOR ETFS TR shareholders