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Innovator Etfs Tr shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (SFLR) 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
2024-12-31 $437k 13k 32.65
2024-09-30 $248k 7.8k 31.81
2024-06-30 $44k 1.4k 30.89

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 Etfs Tr

LPL Financial
Chicago Partners Investment
Delta Investment Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
Good Life Advisors
Kingsview Wealth Management
Southland Equity Partners
Advisor Group Holdings
CoreCap Advisors
Davies Financial Advisors
Steward Partners Investment Advisory
Envestnet Asset Management
Pinnacle Wealth Management Group
AE Wealth Management

View all funds holding Innovator Etfs Tr