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 (BSEP) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Innovator Etfs Tr s&p 500 buffer
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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 |
|---|---|---|---|
| 2024-12-31 | $127k | 3.0k | 42.90 |
| 2024-09-30 | $131k | 3.1k | 42.12 |
| 2024-06-30 | $130k | 3.2k | 40.67 |
| 2024-03-31 | $139k | 3.5k | 39.28 |
| 2023-12-31 | $130k | 3.5k | 36.68 |
| 2023-09-30 | $119k | 3.5k | 33.66 |
| 2023-06-30 | $72k | 2.1k | 34.45 |
| 2023-03-31 | $67k | 2.1k | 32.12 |
| 2022-12-31 | $64k | 2.1k | 30.33 |
| 2022-09-30 | $61k | 2.1k | 29.05 |
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