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Innovator Russell 2000 Pwr Buffer JUL shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Innovator Russell 2000 Pwr Buffer JUL (KJUL) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Innovator Russell 2000 Pwr Buffer JUL

Tip: Access up to 7 years of quarterly data

All positions including Innovator Russell 2000 Pwr Buffer JUL 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 Russell 2000 Pwr Buffer JUL by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $165k 5.9k 28.08
2023-12-31 $159k 5.9k 27.08
2023-09-30 $147k 5.9k 25.02

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Microsoft Stock (MSFT)
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View all positions for Sugarloaf Wealth Management

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

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