BWM
Buska Wealth Management’s Innovator US Equity Buffer ETF August BAUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
24,820
-7,092
| -22% | -$326K | 0.31% | 25 |
|
|
2025
Q1 | $1.35M | Sell |
31,912
-2,593
| -8% | -$110K | 0.42% | 27 |
|
|
2024
Q4 | $1.5M | Sell |
34,505
-9,208
| -21% | -$401K | 0.48% | 23 |
|
|
2024
Q3 | $1.87M | Sell |
43,713
-2,397
| -5% | -$103K | 0.65% | 20 |
|
|
2024
Q2 | $1.87M | Sell |
46,110
-14,538
| -24% | -$590K | 0.75% | 22 |
|
|
2024
Q1 | $2.36M | Buy |
+60,648
| New | +$2.36M | 1.03% | 20 |
|