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Innovator Etfs Tr shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (NJUL) 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
2024-03-31 $17k 300 57.65
2023-12-31 $17k 300 55.10
2023-09-30 $15k 300 50.80
2023-06-30 $15k 300 51.26

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

Altfest L J & Co
Tradition Wealth Management
Advisor Group Holdings
Berkshire Money Management
Commonwealth Equity Services
Branch Banking & Trust Company
Outlook Wealth Advisors
MAI Wealth Advisors
Kestra Advisory Services
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Onyx Bridge Wealth Group
Strategic Blueprint
Cypress Wealth Services
ODonnell Financial Services

View all funds holding Innovator Etfs Tr