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Sugarloaf Wealth Management’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Sugarloaf Wealth Management’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$44K Hold
1,500
– – 0.01% 308
2024
Q3 		$46.2K Hold
1,500
– – 0.01% 314
2024
Q2 		$43.9K Hold
1,500
– – 0.01% 307
2024
Q1 		$43.4K Hold
1,500
– – 0.01% 310
2023
Q4 		$41.9K Buy
+1,500
New +$40K 0.01% 304

Other funds holding IOCT

GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Innovator International Developed Power Buffer ETF October (IOCT) position steady in Q4 2024 at 1,500 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #308.

Sugarloaf Wealth Management first reported a position in IOCT in Q4 2023 and has held it in 5 quarters since. The position peaked at $46.2K in Q3 2024. 67 funds tracked by Wall St. Rank hold IOCT as of Q4 2024.

  • Sugarloaf Wealth Management held 1,500 shares of Innovator International Developed Power Buffer ETF October worth $44K as of Q4 2024.
  • Sugarloaf Wealth Management left its Innovator International Developed Power Buffer ETF October share count unchanged in Q4 2024.
  • Innovator International Developed Power Buffer ETF October made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #308 holding.
  • Sugarloaf Wealth Management first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2023 and has held it in 5 quarters since.
  • Sugarloaf Wealth Management's Innovator International Developed Power Buffer ETF October position peaked at $46.2K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q4 2024.

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