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Innovator Edp Etf - 6m Ja/jy shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Innovator Edp Etf - 6m Ja/jy (JAJL) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Innovator Edp Etf - 6m Ja/jy

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All positions including Innovator Edp Etf - 6m Ja/jy 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 Edp Etf - 6m Ja/jy by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $183k 6.7k 27.27

More positions owned by Sugarloaf Wealth Management

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Aptus Enhanced Yield Etf Etf (JUCY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Opus Small Cap Value Etf Etf (OSCV)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus International Enhanced Yield Etf (IDUB)
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 Edp Etf - 6m Ja/jy

Kingsview Wealth Management
Advisor Group Holdings
Soltis Investment Advisors
Commonwealth Equity Services
AE Wealth Management
HighTower Advisors
CWM
Triad Wealth Partners
CLS Investments
Brookstone Capital Management
Ashton Thomas Private Wealth
Money Concepts Capital Corp
Centaurus Financial
Keystone Financial Group
Envestnet Asset Management

View all funds holding Innovator Edp Etf - 6m Ja/jy