SWM
ZAUG

Sugarloaf Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr August ZAUG Stock Holding History

Sugarloaf Wealth Management’s Portfolio ZAUG Stock Details ZAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$261K Buy
+10,484
New +$260K 0.05% 139

Other funds holding ZAUG

AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

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

Sugarloaf Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 1 Yr August (ZAUG) in Q4 2024: 10,484 shares worth $261K. The stake represents 0.05% of the portfolio and ranks #139 among its holdings.

49 funds tracked by Wall St. Rank hold ZAUG as of Q4 2024.

  • Sugarloaf Wealth Management held 10,484 shares of Innovator Equity Defined Protection ETF - 1 Yr August worth $261K as of Q4 2024.
  • Innovator Equity Defined Protection ETF - 1 Yr August was a new Sugarloaf Wealth Management position in Q4 2024.
  • Innovator Equity Defined Protection ETF - 1 Yr August made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #139 holding.
  • 49 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr August as of Q4 2024.

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