SWM
KAUG

Sugarloaf Wealth Management’s Innovator U.S. Small Cap Power Buffer ETF - August KAUG Stock Holding History

Sugarloaf Wealth Management’s Portfolio KAUG Stock Details KAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$571K Buy
+22,718
New +$579K 0.11% 83

Other funds holding KAUG

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 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 $31B AUM 28.39% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

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

Sugarloaf Wealth Management opened a new position in Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) in Q4 2024: 22,718 shares worth $571K. The stake represents 0.11% of the portfolio and ranks #83 among its holdings.

39 funds tracked by Wall St. Rank hold KAUG as of Q4 2024.

  • Sugarloaf Wealth Management held 22,718 shares of Innovator U.S. Small Cap Power Buffer ETF - August worth $571K as of Q4 2024.
  • Innovator U.S. Small Cap Power Buffer ETF - August was a new Sugarloaf Wealth Management position in Q4 2024.
  • Innovator U.S. Small Cap Power Buffer ETF - August made up 0.11% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #83 holding.
  • 39 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - August as of Q4 2024.

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