SWM
NSEP

Sugarloaf Wealth Management’s Innovator Growth-100 Power Buffer ETF - September NSEP Stock Holding History

Sugarloaf Wealth Management’s Portfolio NSEP Stock Details NSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$60.2K Hold
2,345
– – 0.01% 280
2024
Q3 		$58.6K Buy
+2,345
New +$57.6K 0.01% 288

Other funds holding NSEP

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Innovator Growth-100 Power Buffer ETF - September (NSEP) position steady in Q4 2024 at 2,345 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #280.

Sugarloaf Wealth Management first reported a position in NSEP in Q3 2024 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold NSEP as of Q4 2024.

  • Sugarloaf Wealth Management held 2,345 shares of Innovator Growth-100 Power Buffer ETF - September worth $60.2K as of Q4 2024.
  • Sugarloaf Wealth Management left its Innovator Growth-100 Power Buffer ETF - September share count unchanged in Q4 2024.
  • Innovator Growth-100 Power Buffer ETF - September made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #280 holding.
  • Sugarloaf Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF - September in Q3 2024 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF - September as of Q4 2024.

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