SWM
ZJUL

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

Sugarloaf Wealth Management’s Portfolio ZJUL Stock Details ZJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$162K Buy
+6,000
New +$162K 0.03% 192

Other funds holding ZJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

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

Sugarloaf Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q4 2024: 6,000 shares worth $162K. The stake represents 0.03% of the portfolio and ranks #192 among its holdings.

69 funds tracked by Wall St. Rank hold ZJUL as of Q4 2024.

  • Sugarloaf Wealth Management held 6,000 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $162K as of Q4 2024.
  • Innovator Equity Defined Protection ETF - 1 Yr July was a new Sugarloaf Wealth Management position in Q4 2024.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #192 holding.
  • 69 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q4 2024.

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