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 (PSEP) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Innovator Etfs Tr s&p 500 pwr
Tip: Access up to 7 years of quarterly data
All positions including Innovator Etfs Tr s&p 500 pwr held by Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 | $1.1M | 28k | 39.08 |
| 2024-09-30 | $1.1M | 28k | 38.53 |
| 2024-06-30 | $883k | 24k | 37.47 |
| 2024-03-31 | $887k | 24k | 36.50 |
| 2023-12-31 | $844k | 24k | 34.76 |
| 2023-09-30 | $795k | 25k | 32.40 |
| 2023-06-30 | $635k | 19k | 32.71 |
| 2023-03-31 | $596k | 19k | 30.68 |
| 2022-12-31 | $568k | 19k | 29.25 |
| 2022-09-30 | $638k | 23k | 27.83 |
More positions owned by Sugarloaf Wealth Management
View all positions for Sugarloaf Wealth Management
Top funds holding Innovator Etfs Tr s&p 500 pwr
View all funds holding Innovator Etfs Tr s&p 500 pwr