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Sugarloaf Wealth Management’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Sugarloaf Wealth Management’s Portfolio BJUN Stock Details BJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$25.9K Hold
625
– – ﹤0.01% 376
2024
Q3 		$25.4K Hold
625
– – ﹤0.01% 382
2024
Q2 		$24.4K Hold
625
– – ﹤0.01% 373
2024
Q1 		$23.5K Hold
625
– – ﹤0.01% 380
2023
Q4 		$22.3K Hold
625
– – 0.01% 384
2023
Q3 		$20.5K Hold
625
– – 0.01% 381
2023
Q2 		$21K Buy
+625
New +$20.2K ﹤0.01% 381

Other funds holding BJUN

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Innovator US Equity Buffer ETF June (BJUN) position steady in Q4 2024 at 625 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Sugarloaf Wealth Management first reported a position in BJUN in Q2 2023 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold BJUN as of Q4 2024.

  • Sugarloaf Wealth Management held 625 shares of Innovator US Equity Buffer ETF June worth $25.9K as of Q4 2024.
  • Sugarloaf Wealth Management left its Innovator US Equity Buffer ETF June share count unchanged in Q4 2024.
  • Innovator US Equity Buffer ETF June made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #376 holding.
  • Sugarloaf Wealth Management first reported a position in Innovator US Equity Buffer ETF June in Q2 2023 and has held it in 7 quarters since.
  • 79 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q4 2024.

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