Sugarloaf Wealth Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$66.2K	Hold	1,700	–	–	0.01%	270
2024 Q3	$64.7K	Hold	1,700	–	–	0.01%	281
2024 Q2	$63.1K	Hold	1,700	–	–	0.01%	273
2024 Q1	$61.4K	Hold	1,700	–	–	0.01%	272
2023 Q4	$58.5K	Hold	1,700	–	–	0.01%	271
2023 Q3	$55.4K	Hold	1,700	–	–	0.01%	277
2023 Q2	$55.6K	Hold	1,700	–	–	0.01%	274
2023 Q1	$52.9K	Hold	1,700	–	–	0.01%	282
2022 Q4	$50.5K	Buy	+1,700	New	+$50.2K	0.01%	281

Other funds holding UJAN

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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

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

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 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

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

Sugarloaf Wealth Management held its Innovator US Equity Ultra Buffer ETF January (UJAN) position steady in Q4 2024 at 1,700 shares worth $66.2K. The position accounts for 0.01% of the portfolio, ranked #270.

Sugarloaf Wealth Management first reported a position in UJAN in Q4 2022 and has held it in 9 quarters since. 82 funds tracked by Wall St. Rank hold UJAN as of Q4 2024.

Sugarloaf Wealth Management held 1,700 shares of Innovator US Equity Ultra Buffer ETF January worth $66.2K as of Q4 2024.
Sugarloaf Wealth Management left its Innovator US Equity Ultra Buffer ETF January share count unchanged in Q4 2024.
Innovator US Equity Ultra Buffer ETF January made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #270 holding.
Sugarloaf Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2022 and has held it in 9 quarters since.
82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q4 2024.

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