Sugarloaf Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$67.5K	Hold	1,503	–	–	0.01%	267
2024 Q3	$66.3K	Hold	1,503	–	–	0.01%	280
2024 Q2	$64.4K	Hold	1,503	–	–	0.01%	271
2024 Q1	$62.7K	Hold	1,503	–	–	0.01%	269
2023 Q4	$60.2K	Hold	1,503	–	–	0.01%	268
2023 Q3	$56.4K	Hold	1,503	–	–	0.01%	275
2023 Q2	$57K	Hold	1,503	–	–	0.01%	271
2023 Q1	$54K	Hold	1,503	–	–	0.01%	279
2022 Q4	$51.7K	Buy	+1,503	New	+$51.3K	0.01%	279

Other funds holding BUFF

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

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

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

Sugarloaf Wealth Management held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q4 2024 at 1,503 shares worth $67.5K. The position accounts for 0.01% of the portfolio, ranked #267.

Sugarloaf Wealth Management first reported a position in BUFF in Q4 2022 and has held it in 9 quarters since. 118 funds tracked by Wall St. Rank hold BUFF as of Q4 2024.

Sugarloaf Wealth Management held 1,503 shares of Innovator Laddered Allocation Power Buffer ETF worth $67.5K as of Q4 2024.
Sugarloaf Wealth Management left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q4 2024.
Innovator Laddered Allocation Power Buffer ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #267 holding.
Sugarloaf Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2022 and has held it in 9 quarters since.
118 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q4 2024.

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