Sugarloaf Wealth Management’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$420K Buy
2024
Q3
$166K Hold
2024
Q2
$157K Hold
2024
Q1
$156K Hold
2023
Q4
$151K Buy
2023
Q3
$20K Buy