Castle Rock Wealth Management, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is UJUN and the CUSIP is 45782C730. A total of 22 filers reported holding INNOVATOR ETFS TR in Q3 2021. 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$1,282,523
-5.4%
45,543
-4.0%
0.43%
-7.1%
Q2 2023$1,355,911
+4.1%
47,4430.0%0.46%
-0.4%
Q1 2023$1,302,097
-0.0%
47,4430.0%0.46%
-20.1%
Q4 2022$1,302,495
+2.8%
47,443
-2.7%
0.58%
-8.8%
Q3 2022$1,267,000
-3.9%
48,7430.0%0.64%
-5.1%
Q2 2022$1,318,000
-3.7%
48,743
+4.4%
0.67%
+6.8%
Q1 2022$1,368,000
+1.6%
46,6730.0%0.63%
+14.6%
Q4 2021$1,347,000
-1.5%
46,6730.0%0.55%
+17.3%
Q3 2021$1,368,000
-2.4%
46,673
-3.9%
0.47%
-8.9%
Q2 2021$1,401,000
+3.5%
48,578
+1.8%
0.51%
-5.9%
Q1 2021$1,354,000
-1.0%
47,725
-2.0%
0.55%
-3.9%
Q4 2020$1,367,000
+0.1%
48,695
-2.0%
0.57%
-36.5%
Q3 2020$1,365,000
+1.0%
49,665
-0.1%
0.90%
+13.0%
Q2 2020$1,351,00049,7200.79%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2021
NameSharesValueWeighting ↓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 163,286$4,375,2321.35%
KFG WEALTH MANAGEMENT, LLC 43,439$1,163,9441.19%
Trek Financial, LLC 329,361$8,825,1950.88%
Castle Rock Wealth Management, LLC 47,443$1,302,4950.58%
Cypress Wealth Services, LLC 59,657$1,598,5030.51%
4J Wealth Management LLC 14,737$394,8640.46%
Balboa Wealth Partners 22,442$601,3310.27%
Archer Investment Corp 19,764$529,5740.21%
Brookstone Capital Management 268,091$7,215,0430.15%
Integrity Financial Corp /WA 4,168$111,6810.11%
View complete list of INNOVATOR ETFS TR shareholders