Castle Rock Wealth Management, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is POCT and the CUSIP is 45782C797. A total of 62 filers reported holding INNOVATOR ETFS TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q3 2023$804,096
+127.1%
23,656
+123.2%
0.27%
+123.1%
Q2 2023$354,148
+4.4%
10,6000.0%0.12%0.0%
Q1 2023$339,306
+2.6%
10,6000.0%0.12%
-18.2%
Q4 2022$330,826
+42.0%
10,600
+30.1%
0.15%
+26.5%
Q3 2022$233,000
+6.9%
8,150
+6.5%
0.12%
+5.4%
Q2 2022$218,000
-5.2%
7,6500.0%0.11%
+4.7%
Q1 2022$230,000
+1.3%
7,6500.0%0.11%
+14.0%
Q4 2021$227,000
-2.2%
7,6500.0%0.09%
+17.7%
Q3 2021$232,0007,6500.08%
Other shareholders
INNOVATOR ETFS TR shareholders Q3 2021
NameSharesValueWeighting ↓
Frisch Financial Group, Inc. 323,885$9,273,0003.93%
PERSONAL CFO SOLUTIONS, LLC 481,299$13,780,0003.46%
Crown Wealth Group, LLC 108,877$3,117,0003.20%
Pillar Wealth Advisors, LLC 78,951$2,260,0002.25%
Better Money Decisions, LLC 77,212$2,211,0002.15%
Berkshire Money Management, Inc. 423,443$12,123,0002.08%
Transform Wealth, LLC 447,544$12,813,0001.67%
GILL CAPITAL PARTNERS, LLC 109,275$3,129,0001.64%
Epic Trust Investment Advisors, LLC 31,633$906,0001.25%
Elmwood Wealth Management, Inc. 83,986$2,405,0001.20%
View complete list of INNOVATOR ETFS TR shareholders