Sugarloaf Wealth Management’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Sugarloaf Wealth Management’s Portfolio BDEC Stock Details BDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$29K	Hold	673	–	–	0.01%	363
2024 Q3	$29K	Hold	673	–	–	0.01%	365
2024 Q2	$28.2K	Hold	673	–	–	0.01%	353
2024 Q1	$27.3K	Hold	673	–	–	0.01%	367
2023 Q4	$25.7K	Buy	+673	New	+$24.4K	0.01%	358

Other funds holding BDEC

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

Sugarloaf Wealth Management's BDEC Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Innovator US Equity Buffer ETF December (BDEC) position steady in Q4 2024 at 673 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #363.

Sugarloaf Wealth Management first reported a position in BDEC in Q4 2023 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold BDEC as of Q4 2024.

Sugarloaf Wealth Management held 673 shares of Innovator US Equity Buffer ETF December worth $29K as of Q4 2024.
Sugarloaf Wealth Management left its Innovator US Equity Buffer ETF December share count unchanged in Q4 2024.
Innovator US Equity Buffer ETF December made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #363 holding.
Sugarloaf Wealth Management first reported a position in Innovator US Equity Buffer ETF December in Q4 2023 and has held it in 5 quarters since.
93 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.