Sugarloaf Wealth Management’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$168K Hold
2024
Q3
$163K Hold
2024
Q2
$158K Hold
2024
Q1
$152K Sell
2023
Q4
$176K Hold
2023
Q3
$158K Hold
2023
Q2
$162K Hold
2023
Q1
$151K Buy
2022
Q4
$116K Buy