AWM
Axxcess 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 | $16.3M | Sell |
479,790
-97,496
| -17% | -$3.3M | 0.38% | 50 |
|
|
2025
Q1 | $18.1M | Buy |
577,286
+109,436
| +23% | +$3.44M | 0.48% | 45 |
|
|
2024
Q4 | $15.1M | Buy |
467,850
+59,877
| +15% | +$1.93M | 0.36% | 55 |
|
|
2024
Q3 | $12.9M | Buy |
407,973
+388,530
| +1,998% | +$12.3M | 0.32% | 60 |
|
|
2024
Q2 | $593K | Buy |
+19,443
| New | +$593K | 0.02% | 490 |
|