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Innovator Etfs Tr russell 2000 p shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr russell 2000 p (KOCT) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Innovator Etfs Tr russell 2000 p

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All positions including Innovator Etfs Tr russell 2000 p 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 russell 2000 p by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $166k 5.5k 30.36
2024-06-30 $157k 5.5k 28.59
2024-03-31 $156k 5.5k 28.47
2023-12-31 $151k 5.5k 27.52
2023-09-30 $20k 779 25.69

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 russell 2000 p

Compass Financial
Advisor Group Holdings
Valtinson Bruner Financial Planning
Global Strategic Investment Solutions
Commonwealth Equity Services
Branch Banking & Trust Company
Cetera Investment Advisers
Bullseye Investment Management
Envestnet Asset Management
Colony
DHJJ Financial Advisors
BKD Wealth Advisors
Stratos Wealth Advisors
Blue Bell Private Wealth Management
CWM

View all funds holding Innovator Etfs Tr russell 2000 p