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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$452K	Sell	10,140 -150	-1%	-$6.67K	0.09%	98
2024 Q3	$449K	Buy	10,290 +1,940	+23%	+$82.2K	0.09%	100
2024 Q2	$349K	Hold	8,350	–	–	0.07%	104
2024 Q1	$337K	Hold	8,350	–	–	0.07%	108
2023 Q4	$314K	Hold	8,350	–	–	0.08%	102
2023 Q3	$288K	Buy	8,350 +8,050	+2,683%	+$285K	0.07%	101
2023 Q2	$10.6K	Buy	+300	New	+$10K	﹤0.01%	467

Other funds holding BJUL

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

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

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

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

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

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

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

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

Sugarloaf Wealth Management reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 1.5% in Q4 2024, selling an estimated $6.67K and leaving 10,140 shares worth $452K. The position accounts for 0.09% of the portfolio, ranked #98.

Sugarloaf Wealth Management first reported a position in BJUL in Q2 2023 and has held it in 7 quarters since. 111 funds tracked by Wall St. Rank hold BJUL as of Q4 2024.

Sugarloaf Wealth Management held 10,140 shares of Innovator US Equity Buffer ETF July worth $452K as of Q4 2024.
Sugarloaf Wealth Management sold 150 Innovator US Equity Buffer ETF July shares in Q4 2024, an estimated $6.67K.
Innovator US Equity Buffer ETF July made up 0.09% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #98 holding.
Sugarloaf Wealth Management first reported a position in Innovator US Equity Buffer ETF July in Q2 2023 and has held it in 7 quarters since.
111 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2024.

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