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Atlas Private Wealth Advisors’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Atlas Private Wealth Advisors’s Portfolio BUFB Stock Details BUFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,040
Closed -$227K – 186
2024
Q4 		$227K Buy
+7,040
New +$227K 0.03% 154

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $176M AUM 16.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Atlas Private Wealth Advisors's BUFB Position: Q1 2025 in Review

Atlas Private Wealth Advisors sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q1 2025, closing a stake of 7,040 shares — an estimated $227K sold.

Atlas Private Wealth Advisors first reported a position in BUFB in Q4 2024 and held it in 1 quarter. The position peaked at $227K in Q4 2024. 72 funds tracked by Wall St. Rank hold BUFB as of Q1 2025.

  • Atlas Private Wealth Advisors reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q1 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 7,040 Innovator Laddered Allocation Buffer ETF shares in Q1 2025, an estimated $227K.
  • Atlas Private Wealth Advisors first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2024 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Innovator Laddered Allocation Buffer ETF position peaked at $227K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.