SWM
IDEC icon

Sugarloaf Wealth Management’s Innovator International Developed Power Buffer ETF December IDEC Stock Holding History

Sugarloaf Wealth Management’s Portfolio IDEC Stock Details IDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$26.5K Buy
1,000
+400
+67% +$10.9K 0.01% 374
2024
Q3 		$17K Hold
600
– – ﹤0.01% 438
2024
Q2 		$16.2K Hold
600
– – ﹤0.01% 429
2024
Q1 		$16.1K Hold
600
– – ﹤0.01% 438
2023
Q4 		$15.5K Buy
+600
New +$15.3K ﹤0.01% 433

Other funds holding IDEC

BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

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

Sugarloaf Wealth Management increased its Innovator International Developed Power Buffer ETF December (IDEC) stake by 67% in Q4 2024, buying an estimated $10.9K and bringing the position to 1,000 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #374.

Sugarloaf Wealth Management first reported a position in IDEC in Q4 2023 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold IDEC as of Q4 2024.

  • Sugarloaf Wealth Management held 1,000 shares of Innovator International Developed Power Buffer ETF December worth $26.5K as of Q4 2024.
  • Sugarloaf Wealth Management bought 400 Innovator International Developed Power Buffer ETF December shares in Q4 2024, an estimated $10.9K.
  • Innovator International Developed Power Buffer ETF December made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #374 holding.
  • Sugarloaf Wealth Management first reported a position in Innovator International Developed Power Buffer ETF December in Q4 2023 and has held it in 5 quarters since.
  • 22 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF December as of Q4 2024.

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