Sugarloaf Wealth Management’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$477K Sell
2024
Q3
$482K Hold
2024
Q2
$454K Hold
2024
Q1
$460K Buy
2023
Q4
$191K Buy
2023
Q3
$73.7K Hold
2023
Q2
$76.8K Hold
2023
Q1
$73.8K Hold
2022
Q4
$71.8K Buy