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Innovator Etfs Tr s&p 500 buffer shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BJUL) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Innovator Etfs Tr s&p 500 buffer

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 buffer held by Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 buffer by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $337k 8.4k 40.33
2023-12-31 $314k 8.4k 37.63
2023-09-30 $288k 8.4k 34.47
2023-06-30 $11k 300 35.28

More positions owned by Sugarloaf Wealth Management

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Aptus Enhanced Yield Etf Etf (JUCY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Opus Small Cap Value Etf Etf (OSCV)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus International Enhanced Yield Etf (IDUB)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
Apple Stock (AAPL)
Jpmorgan Hedged Equity Laddered Overlay Etf Jpmorgan Hedged Equity Laddered Etf (HELO)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Microsoft Stock (MSFT)
Home Depot Stock (HD)

View all positions for Sugarloaf Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 buffer

Commonwealth Equity Services
Berkshire Money Management
Integral Investment Advisors
Aurum Wealth Management Group
Penserra Capital Management
HighTower Advisors
Advisor Group Holdings
Bellwether Advisors
Wealthquest
Janney Montgomery Scott
Blue Bell Private Wealth Management
Cambridge Investment Research Advisors
Envestnet Asset Management
HPM Partners
Lincoln National

View all funds holding Innovator Etfs Tr s&p 500 buffer