Innovator Etfs Tr s&p 500 pwr shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr (PJUL) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Innovator Etfs Tr s&p 500 pwr
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Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwr by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $766k | 19k | 41.17 |
| 2024-09-30 | $753k | 19k | 40.48 |
| 2024-06-30 | $637k | 16k | 38.85 |
| 2024-03-31 | $536k | 14k | 37.98 |
| 2023-12-31 | $511k | 14k | 36.19 |
| 2023-09-30 | $476k | 14k | 33.70 |
| 2023-06-30 | $397k | 12k | 34.22 |
| 2023-03-31 | $367k | 12k | 31.64 |
| 2022-12-31 | $351k | 12k | 30.19 |
| 2022-09-30 | $228k | 8.0k | 28.63 |
| 2022-06-30 | $99k | 3.4k | 29.48 |
| 2022-03-31 | $103k | 3.4k | 30.67 |
| 2021-12-31 | $104k | 3.4k | 30.97 |
| 2021-09-30 | $100k | 3.4k | 29.78 |
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