Sugarloaf Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$766K	Hold	18,605	–	–	0.14%	70
2024 Q3	$753K	Buy	18,605 +2,205	+13%	+$86.9K	0.14%	68
2024 Q2	$637K	Buy	16,400 +2,289	+16%	+$87.6K	0.13%	76
2024 Q1	$536K	Hold	14,111	–	–	0.11%	79
2023 Q4	$511K	Hold	14,111	–	–	0.12%	82
2023 Q3	$476K	Buy	14,111 +2,500	+22%	+$85.9K	0.12%	81
2023 Q2	$397K	Hold	11,611	–	–	0.09%	91
2023 Q1	$367K	Hold	11,611	–	–	0.09%	93
2022 Q4	$351K	Buy	11,611 +3,647	+46%	+$109K	0.09%	90
2022 Q3	$228K	Buy	7,964 +4,606	+137%	+$139K	0.06%	111
2022 Q2	$99K	Hold	3,358	–	–	0.02%	188
2022 Q1	$103K	Hold	3,358	–	–	0.02%	185
2021 Q4	$104K	Hold	3,358	–	–	0.02%	198
2021 Q3	$100K	Buy	+3,358	New	+$100K	0.03%	194

Other funds holding PJUL

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q4 2024 at 18,605 shares worth $766K. The position accounts for 0.14% of the portfolio, ranked #70.

Sugarloaf Wealth Management first reported a position in PJUL in Q3 2021 and has held it in 14 quarters since. 258 funds tracked by Wall St. Rank hold PJUL as of Q4 2024.

Sugarloaf Wealth Management held 18,605 shares of Innovator US Equity Power Buffer ETF July worth $766K as of Q4 2024.
Sugarloaf Wealth Management left its Innovator US Equity Power Buffer ETF July share count unchanged in Q4 2024.
Innovator US Equity Power Buffer ETF July made up 0.14% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #70 holding.
Sugarloaf Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q3 2021 and has held it in 14 quarters since.
258 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2024.

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