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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$168K	Hold	3,500	–	–	0.03%	189
2024 Q3	$163K	Hold	3,500	–	–	0.03%	196
2024 Q2	$158K	Hold	3,500	–	–	0.03%	184
2024 Q1	$152K	Sell	3,500 -800	-19%	-$33.8K	0.03%	187
2023 Q4	$176K	Hold	4,300	–	–	0.04%	159
2023 Q3	$158K	Hold	4,300	–	–	0.04%	156
2023 Q2	$162K	Hold	4,300	–	–	0.04%	162
2023 Q1	$151K	Buy	4,300 +800	+23%	+$27.5K	0.04%	159
2022 Q4	$116K	Buy	+3,500	New	+$116K	0.03%	182

Other funds holding BJAN

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

PCM

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

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return

SCA

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

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

Sugarloaf Wealth Management held its Innovator US Equity Buffer ETF January (BJAN) position steady in Q4 2024 at 3,500 shares worth $168K. The position accounts for 0.03% of the portfolio, ranked #189.

Sugarloaf Wealth Management first reported a position in BJAN in Q4 2022 and has held it in 9 quarters since. The position peaked at $176K in Q4 2023. 105 funds tracked by Wall St. Rank hold BJAN as of Q4 2024.

Sugarloaf Wealth Management held 3,500 shares of Innovator US Equity Buffer ETF January worth $168K as of Q4 2024.
Sugarloaf Wealth Management left its Innovator US Equity Buffer ETF January share count unchanged in Q4 2024.
Innovator US Equity Buffer ETF January made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #189 holding.
Sugarloaf Wealth Management first reported a position in Innovator US Equity Buffer ETF January in Q4 2022 and has held it in 9 quarters since.
Sugarloaf Wealth Management's Innovator US Equity Buffer ETF January position peaked at $176K in Q4 2023.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q4 2024.

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