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Sugarloaf Wealth Management’s Innovator Nasdaq-100 Managed Floor ETF QFLR Stock Holding History

Sugarloaf Wealth Management’s Portfolio QFLR Stock Details QFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$9.01K Buy
+308
New +$8.81K ﹤0.01% 515

Other funds holding QFLR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFA
Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return

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

Sugarloaf Wealth Management opened a new position in Innovator Nasdaq-100 Managed Floor ETF (QFLR) in Q4 2024: 308 shares worth $9.01K. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings.

73 funds tracked by Wall St. Rank hold QFLR as of Q4 2024.

  • Sugarloaf Wealth Management held 308 shares of Innovator Nasdaq-100 Managed Floor ETF worth $9.01K as of Q4 2024.
  • Innovator Nasdaq-100 Managed Floor ETF was a new Sugarloaf Wealth Management position in Q4 2024.
  • Innovator Nasdaq-100 Managed Floor ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #515 holding.
  • 73 funds tracked by Wall St. Rank held Innovator Nasdaq-100 Managed Floor ETF as of Q4 2024.

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