Sugarloaf Wealth Management’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$26.6K	Hold	800	–	–	0.01%	372
2024 Q3	$26K	Hold	800	–	–	﹤0.01%	379
2024 Q2	$25.3K	Hold	800	–	–	0.01%	364
2024 Q1	$24.6K	Hold	800	–	–	0.01%	373
2023 Q4	$23.6K	Hold	800	–	–	0.01%	376
2023 Q3	$22K	Hold	800	–	–	0.01%	373
2023 Q2	$22.3K	Hold	800	–	–	0.01%	375
2023 Q1	$21.2K	Buy	+800	New	+$21K	0.01%	384

Other funds holding UFEB

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 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

BCM

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Innovator US Equity Ultra Buffer ETF February (UFEB) position steady in Q4 2024 at 800 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #372.

Sugarloaf Wealth Management first reported a position in UFEB in Q1 2023 and has held it in 8 quarters since. 60 funds tracked by Wall St. Rank hold UFEB as of Q4 2024.

Sugarloaf Wealth Management held 800 shares of Innovator US Equity Ultra Buffer ETF February worth $26.6K as of Q4 2024.
Sugarloaf Wealth Management left its Innovator US Equity Ultra Buffer ETF February share count unchanged in Q4 2024.
Innovator US Equity Ultra Buffer ETF February made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #372 holding.
Sugarloaf Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2023 and has held it in 8 quarters since.
60 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q4 2024.

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