SWM
KSEP

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

Sugarloaf Wealth Management’s Portfolio KSEP Stock Details KSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$146K Hold
5,694
– – 0.03% 200
2024
Q3 		$145K Buy
+5,694
New +$145K 0.03% 204