Sugarloaf Wealth Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$452K Sell
2024
Q3
$449K Buy
2024
Q2
$349K Hold
2024
Q1
$337K Hold
2023
Q4
$314K Hold
2023
Q3
$288K Buy
2023
Q2
$10.6K Buy