SWM
NAUG

Sugarloaf Wealth Management’s Innovator Growth-100 Power Buffer ETF - August NAUG Stock Holding History

Sugarloaf Wealth Management’s Portfolio NAUG Stock Details NAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$268K Buy
+10,420
New +$265K 0.05% 134

Other funds holding NAUG

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Riggs Capital Management American Fork, Utah $102M AUM

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

Sugarloaf Wealth Management opened a new position in Innovator Growth-100 Power Buffer ETF - August (NAUG) in Q4 2024: 10,420 shares worth $268K. The stake represents 0.05% of the portfolio and ranks #134 among its holdings.

24 funds tracked by Wall St. Rank hold NAUG as of Q4 2024.

  • Sugarloaf Wealth Management held 10,420 shares of Innovator Growth-100 Power Buffer ETF - August worth $268K as of Q4 2024.
  • Innovator Growth-100 Power Buffer ETF - August was a new Sugarloaf Wealth Management position in Q4 2024.
  • Innovator Growth-100 Power Buffer ETF - August made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #134 holding.
  • 24 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF - August as of Q4 2024.

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