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Innovator Etfs Tr s&p 500 ultra shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UAUG) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Innovator Etfs Tr s&p 500 ultra

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 ultra 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 s&p 500 ultra by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $177k 5.1k 35.03
2024-06-30 $170k 5.1k 33.65
2024-03-31 $165k 5.1k 32.65
2023-12-31 $155k 5.1k 30.74
2023-09-30 $145k 5.1k 28.66

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 s&p 500 ultra

Brookstone Capital Management
Kestra Advisory Services
Kfg Wealth Management
Onyx Bridge Wealth Group
Commonwealth Equity Services
Envestnet Asset Management
Advisor Group Holdings
Archer Investment Corp
MBL Wealth
Raymond James & Associates
Pallas Capital Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Berger Financial Group
Heritage Wealth Partners
Fiduciary Financial Group

View all funds holding Innovator Etfs Tr s&p 500 ultra