SWM
BFEB icon

Sugarloaf Wealth Management’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Sugarloaf Wealth Management’s Portfolio BFEB Stock Details BFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$79.3K Hold
1,842
– – 0.02% 247
2024
Q3 		$77.3K Sell
1,842
-128
-6% -$5.26K 0.01% 260
2024
Q2 		$80.1K Hold
1,970
– – 0.02% 247
2024
Q1 		$77.4K Buy
1,970
+203
+11% +$7.72K 0.02% 248
2023
Q4 		$64.7K Hold
1,767
– – 0.02% 258
2023
Q3 		$58.9K Hold
1,767
– – 0.01% 268
2023
Q2 		$60.4K Hold
1,767
– – 0.01% 263
2023
Q1 		$56.5K Buy
+1,767
New +$55.2K 0.01% 272

Other funds holding BFEB

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Innovator US Equity Buffer ETF February (BFEB) position steady in Q4 2024 at 1,842 shares worth $79.3K. The position accounts for 0.02% of the portfolio, ranked #247.

Sugarloaf Wealth Management first reported a position in BFEB in Q1 2023 and has held it in 8 quarters since. The position peaked at $80.1K in Q2 2024. 77 funds tracked by Wall St. Rank hold BFEB as of Q4 2024.

  • Sugarloaf Wealth Management held 1,842 shares of Innovator US Equity Buffer ETF February worth $79.3K as of Q4 2024.
  • Sugarloaf Wealth Management left its Innovator US Equity Buffer ETF February share count unchanged in Q4 2024.
  • Innovator US Equity Buffer ETF February made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #247 holding.
  • Sugarloaf Wealth Management first reported a position in Innovator US Equity Buffer ETF February in Q1 2023 and has held it in 8 quarters since.
  • Sugarloaf Wealth Management's Innovator US Equity Buffer ETF February position peaked at $80.1K in Q2 2024.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q4 2024.

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