Castle Rock Wealth Management, LLC Innovator U.S. Equity Ultra Bu Put Options Transaction History

Castle Rock Wealth Management, LLC

$409 Million
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding UAPR

# of Institutions

94

Shares Held

4.12M

Call Options Held

0

Put Options Held

0

Talon Private Wealth, LLC The Villages, FL

1.09M
Shares

$34.9 Million
4.7% of portfolio
Tradition Wealth Management, LLC

281K
Shares

$8.99 Million
0.78% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

252K
Shares

$8.06 Million
0.47% of portfolio
Kfg Wealth Management, LLC Granger, IN

178K
Shares

$5.7 Million
1.21% of portfolio
Commonwealth Equity Services, LLC

162K
Shares

$5.18 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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