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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 buffer e 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 e by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $29k 673 43.08
2024-06-30 $28k 673 41.91
2024-03-31 $27k 673 40.60
2023-12-31 $26k 673 38.25

More positions owned by Sugarloaf Wealth Management

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Aptus Enhanced Yield Etf Etf (JUCY)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Opus Small Cap Value Etf Etf (OSCV)
Aptus International Enhanced Yield Etf (IDUB)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
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 Tr s&p 500 buffer e

Penserra Capital Management
Bullseye Investment Management
Commonwealth Equity Services
Advisor Group Holdings
Cetera Investment Advisers
HighTower Advisors
My Personal CFO
Cambridge Investment Research Advisors
LPL Financial
Chris Bulman
Envestnet Asset Management
Krilogy Financial
Brookstone Capital Management
HPM Partners
BCJ Capital Management

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