BFEC
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Benjamin F. Edwards & Company’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$31K Sell
1,020
-26
-2% -$772 ﹤0.01% 1442
2024
Q1 		$31K Buy
+1,046
New +$29.9K ﹤0.01% 1418

Other funds holding BUFB

CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Benjamin F. Edwards & Company's BUFB Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 2.5% in Q2 2024, selling an estimated $772 and leaving 1,020 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Benjamin F. Edwards & Company first reported a position in BUFB in Q1 2024 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold BUFB as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,020 shares of Innovator Laddered Allocation Buffer ETF worth $31K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 26 Innovator Laddered Allocation Buffer ETF shares in Q2 2024, an estimated $772.
  • Innovator Laddered Allocation Buffer ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1442 holding.
  • Benjamin F. Edwards & Company first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2024 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.