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Sugarloaf Wealth Management’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Sugarloaf Wealth Management’s Portfolio NJUL Stock Details NJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$310K Hold
4,931
– – 0.06% 124
2024
Q3 		$300K Buy
4,931
+3,133
+174% +$186K 0.06% 118
2024
Q2 		$107K Buy
1,798
+1,498
+499% +$87.3K 0.02% 229
2024
Q1 		$17.3K Hold
300
– – ﹤0.01% 425
2023
Q4 		$16.5K Hold
300
– – ﹤0.01% 423
2023
Q3 		$15.2K Hold
300
– – ﹤0.01% 413
2023
Q2 		$15.4K Buy
+300
New +$14.8K ﹤0.01% 426

Other funds holding NJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Innovator Growth-100 Power Buffer ETF July (NJUL) position steady in Q4 2024 at 4,931 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #124.

Sugarloaf Wealth Management first reported a position in NJUL in Q2 2023 and has held it in 7 quarters since. 109 funds tracked by Wall St. Rank hold NJUL as of Q4 2024.

  • Sugarloaf Wealth Management held 4,931 shares of Innovator Growth-100 Power Buffer ETF July worth $310K as of Q4 2024.
  • Sugarloaf Wealth Management left its Innovator Growth-100 Power Buffer ETF July share count unchanged in Q4 2024.
  • Innovator Growth-100 Power Buffer ETF July made up 0.06% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #124 holding.
  • Sugarloaf Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2023 and has held it in 7 quarters since.
  • 109 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q4 2024.

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