BA
Bellwether Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $395K | Sell |
8,396
-2,200
| -21% | -$103K | 0.07% | 89 |
|
2025
Q1 | $467K | Hold |
10,596
| – | – | 0.1% | 88 |
|
2024
Q4 | $476K | Buy |
10,596
+2,200
| +26% | +$98.8K | 0.09% | 92 |
|
2024
Q3 | $370K | Hold |
8,396
| – | – | 0.07% | 92 |
|
2024
Q2 | $360K | Hold |
8,396
| – | – | 0.08% | 95 |
|
2024
Q1 | $350K | Buy |
8,396
+2,396
| +40% | +$100K | 0.08% | 101 |
|
2023
Q4 | $240K | Hold |
6,000
| – | – | 0.06% | 106 |
|
2023
Q3 | $225K | Hold |
6,000
| – | – | 0.06% | 105 |
|
2023
Q2 | $227K | Hold |
6,000
| – | – | 0.07% | 82 |
|
2023
Q1 | $216K | Buy |
+6,000
| New | +$216K | 0.06% | 122 |
|