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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$271K Hold
2024
Q3
$266K Buy
2024
Q2
$109K Hold
2024
Q1
$107K Hold
2023
Q4
$102K Hold
2023
Q3
$94.8K Hold
2023
Q2
$96.7K Hold
2023
Q1
$90.8K Hold
2022
Q4
$86.5K Sell
2022
Q3
$133K Buy