BWM
Buska Wealth Management’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 | $10.9M | Buy |
231,838
+123,520
| +114% | +$5.81M | 2.98% | 8 |
|
|
2025
Q1 | $4.78M | Sell |
108,318
-1,089
| -1% | -$48K | 1.5% | 19 |
|
|
2024
Q4 | $4.91M | Sell |
109,407
-12,016
| -10% | -$540K | 1.57% | 18 |
|
|
2024
Q3 | $5.36M | Sell |
121,423
-1,216
| -1% | -$53.7K | 1.87% | 15 |
|
|
2024
Q2 | $5.26M | Sell |
122,639
-22,405
| -15% | -$961K | 2.1% | 13 |
|
|
2024
Q1 | $6.05M | Buy |
+145,044
| New | +$6.05M | 2.65% | 9 |
|