Sugarloaf Wealth Management’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$220K Hold
2024
Q3
$217K Hold
2024
Q2
$211K Hold
2024
Q1
$205K Hold
2023
Q4
$195K Hold
2023
Q3
$183K Hold
2023
Q2
$183K Hold
2023
Q1
$172K Hold
2022
Q4
$165K Hold
2022
Q3
$159K Buy