Sugarloaf Wealth Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$271K	Hold	7,858	–	–	0.05%	133
2024 Q3	$266K	Buy	7,858 +4,500	+134%	+$149K	0.05%	130
2024 Q2	$109K	Hold	3,358	–	–	0.02%	225
2024 Q1	$107K	Hold	3,358	–	–	0.02%	222
2023 Q4	$102K	Hold	3,358	–	–	0.02%	218
2023 Q3	$94.8K	Hold	3,358	–	–	0.02%	217
2023 Q2	$96.7K	Hold	3,358	–	–	0.02%	209
2023 Q1	$90.8K	Hold	3,358	–	–	0.02%	209
2022 Q4	$86.5K	Sell	3,358 -1,972	-37%	-$50.6K	0.02%	214
2022 Q3	$133K	Buy	+5,330	New	+$138K	0.03%	164

Other funds holding UJUL

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

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

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

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

IWM

IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Innovator US Equity Ultra Buffer ETF July (UJUL) position steady in Q4 2024 at 7,858 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #133.

Sugarloaf Wealth Management first reported a position in UJUL in Q3 2022 and has held it in 10 quarters since. 67 funds tracked by Wall St. Rank hold UJUL as of Q4 2024.

Sugarloaf Wealth Management held 7,858 shares of Innovator US Equity Ultra Buffer ETF July worth $271K as of Q4 2024.
Sugarloaf Wealth Management left its Innovator US Equity Ultra Buffer ETF July share count unchanged in Q4 2024.
Innovator US Equity Ultra Buffer ETF July made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #133 holding.
Sugarloaf Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2022 and has held it in 10 quarters since.
67 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q4 2024.

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