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Sugarloaf Wealth Management’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Sugarloaf Wealth Management’s Portfolio KJUL Stock Details KJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$543K Hold
18,462
– – 0.1% 87
2024
Q3 		$538K Buy
18,462
+6,785
+58% +$193K 0.1% 87
2024
Q2 		$323K Buy
11,677
+5,802
+99% +$159K 0.07% 112
2024
Q1 		$165K Hold
5,875
– – 0.03% 179
2023
Q4 		$159K Hold
5,875
– – 0.04% 172
2023
Q3 		$147K Buy
+5,875
New +$151K 0.04% 173

Other funds holding KJUL

ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q4 2024 at 18,462 shares worth $543K. The position accounts for 0.1% of the portfolio, ranked #87.

Sugarloaf Wealth Management first reported a position in KJUL in Q3 2023 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold KJUL as of Q4 2024.

  • Sugarloaf Wealth Management held 18,462 shares of Innovator US Small Cap Power Buffer ETF July worth $543K as of Q4 2024.
  • Sugarloaf Wealth Management left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q4 2024.
  • Innovator US Small Cap Power Buffer ETF July made up 0.1% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #87 holding.
  • Sugarloaf Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2023 and has held it in 6 quarters since.
  • 92 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q4 2024.

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