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Sugarloaf Wealth Management’s Innovator Growth-100 Power Buffer ETF October NOCT Stock Holding History

Sugarloaf Wealth Management’s Portfolio NOCT Stock Details NOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$645K Buy
12,557
+2,707
+27% +$138K 0.12% 76
2024
Q3 		$492K Hold
9,850
– – 0.09% 92
2024
Q2 		$483K Sell
9,850
-247
-2% -$11.9K 0.1% 87
2024
Q1 		$480K Hold
10,097
– – 0.1% 90
2023
Q4 		$462K Buy
10,097
+5,760
+133% +$253K 0.11% 86
2023
Q3 		$184K Buy
4,337
+1,529
+54% +$64.3K 0.05% 136
2023
Q2 		$117K Hold
2,808
– – 0.03% 192
2023
Q1 		$110K Hold
2,808
– – 0.03% 192
2022
Q4 		$98.4K Buy
+2,808
New +$99.4K 0.02% 193

Other funds holding NOCT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IMC
Investment Management Corporation Roanoke, Virginia $116M AUM 19.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sugarloaf Wealth Management increased its Innovator Growth-100 Power Buffer ETF October (NOCT) stake by 27% in Q4 2024, buying an estimated $138K and bringing the position to 12,557 shares worth $645K. The position accounts for 0.12% of the portfolio, ranked #76.

Sugarloaf Wealth Management first reported a position in NOCT in Q4 2022 and has held it in 9 quarters since. 84 funds tracked by Wall St. Rank hold NOCT as of Q4 2024.

  • Sugarloaf Wealth Management held 12,557 shares of Innovator Growth-100 Power Buffer ETF October worth $645K as of Q4 2024.
  • Sugarloaf Wealth Management bought 2,707 Innovator Growth-100 Power Buffer ETF October shares in Q4 2024, an estimated $138K.
  • Innovator Growth-100 Power Buffer ETF October made up 0.12% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #76 holding.
  • Sugarloaf Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF October in Q4 2022 and has held it in 9 quarters since.
  • 84 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF October as of Q4 2024.

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