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Innovator Etfs Tr russell 2000 p shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr russell 2000 p (KJAN) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Innovator Etfs Tr russell 2000 p

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All positions including Innovator Etfs Tr russell 2000 p 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 russell 2000 p by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $460k 13k 35.37
2023-12-31 $191k 5.6k 34.31
2023-09-30 $74k 2.4k 30.72
2023-06-30 $77k 2.4k 31.98
2023-03-31 $74k 2.4k 30.73
2022-12-31 $72k 2.4k 29.91

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Vanguard International Dividend Appreciation Etf Etf (VIGI)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
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Jpmorgan Hedged Equity Laddered Overlay Etf Jpmorgan Hedged Equity Laddered Etf (HELO)
Vanguard Total Bond Market Etf Etf (BND)
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Microsoft Stock (MSFT)
Home Depot Stock (HD)

View all positions for Sugarloaf Wealth Management

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