Sugarloaf Wealth Management’s Innovator Growth-100 Power Buffer ETF April NAPR Stock Holding History

Sugarloaf Wealth Management’s Portfolio NAPR Stock Details NAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.67M	Sell	33,234 -125	-0.4%	-$6.22K	0.32%	39
2024 Q3	$1.62M	Buy	33,359 +1,000	+3%	+$47.6K	0.31%	42
2024 Q2	$1.54M	Buy	32,359 +2,387	+8%	+$110K	0.31%	42
2024 Q1	$1.36M	Hold	29,972	–	–	0.28%	44
2023 Q4	$1.33M	Sell	29,972 -1,367	-4%	-$58.9K	0.32%	42
2023 Q3	$1.31M	Hold	31,339	–	–	0.33%	42
2023 Q2	$1.31M	Buy	31,339 +26,870	+601%	+$1.07M	0.31%	43
2023 Q1	$174K	Buy	4,469 +1,669	+60%	+$61.5K	0.04%	142
2022 Q4	$95.4K	Hold	2,800	–	–	0.02%	198
2022 Q3	$94K	Hold	2,800	–	–	0.02%	199
2022 Q2	$95K	Hold	2,800	–	–	0.02%	192
2022 Q1	$110K	Hold	2,800	–	–	0.03%	180
2021 Q4	$109K	Hold	2,800	–	–	0.03%	189
2021 Q3	$105K	Hold	2,800	–	–	0.03%	187
2021 Q2	$105K	Buy	+2,800	New	+$102K	0.03%	183

Other funds holding NAPR

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Sugarloaf Wealth Management reduced its Innovator Growth-100 Power Buffer ETF April (NAPR) stake by 0.37% in Q4 2024, selling an estimated $6.22K and leaving 33,234 shares worth $1.67M. The position accounts for 0.32% of the portfolio, ranked #39.

Sugarloaf Wealth Management first reported a position in NAPR in Q2 2021 and has held it in 15 quarters since. 89 funds tracked by Wall St. Rank hold NAPR as of Q4 2024.

Sugarloaf Wealth Management held 33,234 shares of Innovator Growth-100 Power Buffer ETF April worth $1.67M as of Q4 2024.
Sugarloaf Wealth Management sold 125 Innovator Growth-100 Power Buffer ETF April shares in Q4 2024, an estimated $6.22K.
Innovator Growth-100 Power Buffer ETF April made up 0.32% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #39 holding.
Sugarloaf Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF April in Q2 2021 and has held it in 15 quarters since.
89 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF April as of Q4 2024.

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