Sugarloaf Wealth Management’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $543K | Hold |
18,462
| – | – | 0.1% | 87 |
|
|
2024
Q3 | $538K | Buy |
18,462
+6,785
| +58% | +$198K | 0.1% | 87 |
|
|
2024
Q2 | $323K | Buy |
11,677
+5,802
| +99% | +$160K | 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 | +$147K | 0.04% | 173 |
|