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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 (UFEB) 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 $26k 800 32.54
2024-06-30 $25k 800 31.67
2024-03-31 $25k 800 30.80
2023-12-31 $24k 800 29.46
2023-09-30 $22k 800 27.51
2023-06-30 $22k 800 27.83
2023-03-31 $21k 800 26.54

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

Branch Banking & Trust Company
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Advisor Group Holdings
Brookstone Capital Management
Old Mission Capital
Kfg Wealth Management
Cetera Investment Advisers
SageView Advisory Group
Jane Street
Envestnet Asset Management
HighTower Advisors
Wealth Enhancement Advisory Services
Fiduciary Financial Group
Stratos Wealth Advisors

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