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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $450k 10k 43.68
2024-06-30 $349k 8.4k 41.78
2024-03-31 $337k 8.4k 40.33
2023-12-31 $314k 8.4k 37.63
2023-09-30 $288k 8.4k 34.47
2023-06-30 $11k 300 35.28

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

Commonwealth Equity Services
Brookstone Capital Management
Penserra Capital Management
Integral Investment Advisors
Advisor Group Holdings
HighTower Advisors
Aurum Wealth Management Group
HPM Partners
Rothschild Investment
Berkshire Money Management
Bellwether Advisors
Heritage Wealth Partners
Envestnet Asset Management
Wealthquest
My Personal CFO

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