Blue Bell Private Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5K | Hold |
820
| – | – | 0.01% | 410 |
|
|
2025
Q1 | $36.2K | Buy |
820
+100
| +14% | +$4.41K | 0.01% | 410 |
|
|
2024
Q4 | $32.3K | Hold |
720
| – | – | 0.01% | 405 |
|
|
2024
Q3 | $31.8K | Hold |
720
| – | – | 0.01% | 417 |
|
|
2024
Q2 | $30.9K | Hold |
720
| – | – | 0.01% | 412 |
|
|
2024
Q1 | $30.1K | Hold |
720
| – | – | 0.01% | 413 |
|
|
2023
Q4 | $28.9K | Buy |
720
+400
| +125% | +$16K | 0.01% | 387 |
|
|
2023
Q3 | $12K | Hold |
320
| – | – | ﹤0.01% | 405 |
|
|
2023
Q2 | $12.1K | Hold |
320
| – | – | ﹤0.01% | 395 |
|
|
2023
Q1 | $11.5K | Buy |
320
+220
| +220% | +$7.9K | ﹤0.01% | 362 |
|
|
2022
Q4 | $3.44K | Hold |
100
| – | – | ﹤0.01% | 517 |
|
|
2022
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 536 |
|