AWA
RBUF

Arkadios Wealth Advisors’s Innovator U.S. Small Cap 10 Buffer ETF - Quarterly RBUF Stock Holding History

Arkadios Wealth Advisors’s Portfolio RBUF Stock Details RBUF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,827
Closed -$309K – 1005
2024
Q3 		$309K Buy
+11,827
New +$303K 0.02% 695

Other funds holding RBUF

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Arkadios Wealth Advisors's RBUF Position: Q4 2024 in Review

Arkadios Wealth Advisors sold out of Innovator U.S. Small Cap 10 Buffer ETF - Quarterly (RBUF) in Q4 2024, closing a stake of 11,827 shares — an estimated $309K sold.

Arkadios Wealth Advisors first reported a position in RBUF in Q3 2024 and held it in 1 quarter. The position peaked at $309K in Q3 2024. 15 funds tracked by Wall St. Rank hold RBUF as of Q4 2024.

  • Arkadios Wealth Advisors reported no remaining Innovator U.S. Small Cap 10 Buffer ETF - Quarterly position as of Q4 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 11,827 Innovator U.S. Small Cap 10 Buffer ETF - Quarterly shares in Q4 2024, an estimated $309K.
  • Arkadios Wealth Advisors first reported a position in Innovator U.S. Small Cap 10 Buffer ETF - Quarterly in Q3 2024 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Innovator U.S. Small Cap 10 Buffer ETF - Quarterly position peaked at $309K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Innovator U.S. Small Cap 10 Buffer ETF - Quarterly as of Q4 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.