4WM
4J Wealth Management’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Sell |
25,570
-175,883
| -87% | -$5.96M | 0.59% | 35 |
|
|
2025
Q1 | $6.33M | Buy |
201,453
+62,190
| +45% | +$1.95M | 4.99% | 5 |
|
|
2024
Q4 | $4.5M | Buy |
139,263
+8,394
| +6% | +$271K | 3.64% | 7 |
|
|
2024
Q3 | $4.13M | Buy |
130,869
+8,041
| +7% | +$254K | 3.2% | 8 |
|
|
2024
Q2 | $3.75M | Buy |
122,828
+6,158
| +5% | +$188K | 3.1% | 9 |
|
|
2024
Q1 | $3.43M | Buy |
+116,670
| New | +$3.43M | 2.96% | 9 |
|