Sugarloaf Wealth Management »

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 (BJUN) 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

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

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
2024-03-31 $24k 625 37.60
2023-12-31 $22k 625 35.70
2023-09-30 $21k 625 32.82
2023-06-30 $21k 625 33.55

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 Buffer

Kickstand Ventures
Penserra Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Blue Bell Private Wealth Management
HPM Partners
HighTower Advisors
Capital Investment Advisory Services
Maltin Wealth Management
Fragasso
PFG Investments
Consolidated Portfolio Review Corp
First Commonwealth Financial Corporation
AE Wealth Management
Outlook Wealth Advisors

View all funds holding Innovator Etfs Tr S&p 500 Buffer