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Sugarloaf Wealth Management’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Sugarloaf Wealth Management’s Portfolio EJUL Stock Details EJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$29.6K Hold
1,200
– – 0.01% 358
2024
Q3 		$30.6K Hold
1,200
– – 0.01% 363
2024
Q2 		$29.4K Hold
1,200
– – 0.01% 347
2024
Q1 		$28.6K Sell
1,200
-1,000
-45% -$23.4K 0.01% 359
2023
Q4 		$52K Hold
2,200
– – 0.01% 284
2023
Q3 		$49.5K Buy
+2,200
New +$50.6K 0.01% 289

Other funds holding EJUL

BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Innovator Emerging Markets Power Buffer ETF July (EJUL) position steady in Q4 2024 at 1,200 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #358.

Sugarloaf Wealth Management first reported a position in EJUL in Q3 2023 and has held it in 6 quarters since. The position peaked at $52K in Q4 2023. 62 funds tracked by Wall St. Rank hold EJUL as of Q4 2024.

  • Sugarloaf Wealth Management held 1,200 shares of Innovator Emerging Markets Power Buffer ETF July worth $29.6K as of Q4 2024.
  • Sugarloaf Wealth Management left its Innovator Emerging Markets Power Buffer ETF July share count unchanged in Q4 2024.
  • Innovator Emerging Markets Power Buffer ETF July made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #358 holding.
  • Sugarloaf Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q3 2023 and has held it in 6 quarters since.
  • Sugarloaf Wealth Management's Innovator Emerging Markets Power Buffer ETF July position peaked at $52K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q4 2024.

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