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Innovator Etfs Tr shares owned by Sugarloaf Wealth Management

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

Historical chart of Sugarloaf Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr 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 by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 600 28.36
2024-06-30 $16k 600 26.93
2024-03-31 $16k 600 26.84
2023-12-31 $16k 600 25.87

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

Berger Financial Group
Old Mission Capital
Crown Wealth Group
First City Capital Management
Susquehanna International
Kfg Wealth Management
Advisor Group Holdings
IFP Advisors
Capital Investment Advisory Services
DHJJ Financial Advisors
Pnc Financial Services
Sugarloaf Wealth Management
Principal Securities
Harbour Investments
TCTC Holdings

View all funds holding Innovator Etfs Tr