Sugarloaf Wealth Management’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.32M	Buy	34,732 +2,140	+7%	+$80.5K	0.25%	45
2024 Q3	$1.2M	Sell	32,592 -700	-2%	-$25.6K	0.23%	49
2024 Q2	$1.21M	Hold	33,292	–	–	0.24%	46
2024 Q1	$1.18M	Hold	33,292	–	–	0.25%	49
2023 Q4	$1.15M	Buy	33,292 +2,500	+8%	+$83.6K	0.28%	47
2023 Q3	$1.02M	Sell	30,792 -1,500	-5%	-$51.1K	0.26%	53
2023 Q2	$1.1M	Hold	32,292	–	–	0.26%	49
2023 Q1	$1.03M	Hold	32,292	–	–	0.25%	49
2022 Q4	$975K	Buy	+32,292	New	+$966K	0.24%	48

Other funds holding PNOV

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

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

PCM

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

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

Sugarloaf Wealth Management increased its Innovator US Equity Power Buffer ETF November (PNOV) stake by 6.6% in Q4 2024, buying an estimated $80.5K and bringing the position to 34,732 shares worth $1.32M. The position accounts for 0.25% of the portfolio, ranked #45.

Sugarloaf Wealth Management first reported a position in PNOV in Q4 2022 and has held it in 9 quarters since. 176 funds tracked by Wall St. Rank hold PNOV as of Q4 2024.

Sugarloaf Wealth Management held 34,732 shares of Innovator US Equity Power Buffer ETF November worth $1.32M as of Q4 2024.
Sugarloaf Wealth Management bought 2,140 Innovator US Equity Power Buffer ETF November shares in Q4 2024, an estimated $80.5K.
Innovator US Equity Power Buffer ETF November made up 0.25% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #45 holding.
Sugarloaf Wealth Management first reported a position in Innovator US Equity Power Buffer ETF November in Q4 2022 and has held it in 9 quarters since.
176 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q4 2024.

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