4WM
BUFF icon

4J Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

4J Wealth Management’s Portfolio BUFF Stock Details BUFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,553
Closed -$204K – 90
2024
Q4 		$204K Buy
+4,553
New +$204K 0.17% 84

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Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

4J Wealth Management's BUFF Position: Q1 2025 in Review

4J Wealth Management sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q1 2025, closing a stake of 4,553 shares — an estimated $204K sold.

4J Wealth Management first reported a position in BUFF in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 123 funds tracked by Wall St. Rank hold BUFF as of Q1 2025.

  • 4J Wealth Management reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q1 2025 after selling out during the quarter.
  • 4J Wealth Management sold 4,553 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2025, an estimated $204K.
  • 4J Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2024 and held it in 1 quarter.
  • 4J Wealth Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $204K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2025.

Based on 4J Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.