Sugarloaf Wealth Management’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$127K	Sell
2024 Q3	$131K	Sell
2024 Q2	$130K	Sell
2024 Q1	$139K	Hold
2023 Q4	$130K	Hold
2023 Q3	$119K	Buy
2023 Q2	$72.3K	Hold
2023 Q1	$67.4K	Hold
2022 Q4	$63.7K	Hold
2022 Q3	$61K	Buy