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Innovator Etfs Trust shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Trust (KSEP) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust 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 Trust by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $146k 5.7k 25.70
2024-09-30 $145k 5.7k 25.51

More positions owned by Sugarloaf Wealth Management

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

View all positions for Sugarloaf Wealth Management

Top funds holding Innovator Etfs Trust

Oliver Lagore Vanvalin Investment Group
Canandaigua National Bank and Trust Company
Fragasso
Kestra Advisory Services
Jane Street
Susquehanna International
Berson & Corrado Investment Advisors
Cetera Investment Advisers
Branch Banking & Trust Company
Sigma Planning
Old Mission Capital
Personal Cfo Solutions
Advisor Group Holdings
Commonwealth Equity Services
Harbour Investments

View all funds holding Innovator Etfs Trust