Sugarloaf Wealth Management »

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

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 41k 39.11
2023-12-31 $1.6M 43k 37.24
2023-09-30 $1.5M 42k 34.80
2023-06-30 $1.5M 44k 35.11
2023-03-31 $1.5M 44k 33.21
2022-12-31 $1.2M 37k 31.51
2022-09-30 $379k 13k 29.45
2022-06-30 $422k 14k 30.05
2022-03-31 $457k 14k 32.54
2021-12-31 $467k 14k 33.25
2021-09-30 $459k 14k 32.68
2021-06-30 $456k 14k 32.47
2021-03-31 $443k 6.3k 70.32
2020-09-30 $4.0k 150 26.67
2020-06-30 $4.0k 150 26.67

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 power

Alliancebernstein
Brookstone Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Penserra Capital Management
Lincoln National
Raymond James Financial Services Advisors
Envestnet Asset Management
Cetera Investment Advisers
Range Financial Group
Janney Montgomery Scott
Southland Equity Partners
Carnick & Kubik
Legacy CG
Strategic Wealth Partners

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