Castle Rock Wealth Management, LLC - INNOVATOR ETFS TR ownership

INNOVATOR ETFS TR's ticker is PJUL and the CUSIP is 45782C813. A total of 138 filers reported holding INNOVATOR ETFS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of INNOVATOR ETFS TR
ValueSharesWeighting
Q2 2024$1,077,092
+5.7%
27,639
+2.1%
0.27%
-3.2%
Q1 2024$1,018,562
+5.1%
27,0750.0%0.28%
-5.4%
Q4 2023$969,285
+20.8%
27,075
+14.0%
0.29%
+9.3%
Q3 2023$802,326
+68.6%
23,748
+70.8%
0.27%
+65.0%
Q2 2023$475,919
+7.7%
13,9080.0%0.16%
+3.2%
Q1 2023$441,718
+1.7%
13,9080.0%0.16%
-18.6%
Q4 2022$434,347
+9.1%
13,9080.0%0.19%
-3.5%
Q3 2022$398,000
+2.8%
13,908
+7.2%
0.20%
+2.0%
Q2 2022$387,000
-2.5%
12,9700.0%0.20%
+7.7%
Q1 2022$397,00012,9700.18%
Other shareholders
INNOVATOR ETFS TR shareholders Q1 2023
NameSharesValueWeighting ↓
Elmwood Wealth Management, Inc. 91,379$2,680,0001.64%
Bellwether Advisors, LLC 128,519$3,769,0001.49%
Pensionmark Financial Group, LLC 69,830$2,056,0000.50%
BECK CAPITAL MANAGEMENT, LLC 36,367$1,067,0000.40%
Nikulski Financial, Inc. 17,515$514,0000.26%
Well Done, LLC 31,083$912,0000.21%
Berkshire Money Management, Inc. 39,217$1,150,0000.20%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 22,292$654,0000.20%
Southland Equity Partners LLC 11,155$327,1770.19%
Valtinson Bruner Financial Planning LLC 10,166$299,0000.18%
View complete list of INNOVATOR ETFS TR shareholders