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Carroll Financial Associates’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Carroll Financial Associates’s Portfolio BUFF Stock Details BUFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$316K Buy
+8,800
New +$313K 0.02% 308

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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Carroll Financial Associates's BUFF Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q4 2021: 8,800 shares worth $316K. The stake represents 0.02% of the portfolio and ranks #308 among its holdings.

34 funds tracked by Wall St. Rank hold BUFF as of Q4 2021.

  • Carroll Financial Associates held 8,800 shares of Innovator Laddered Allocation Power Buffer ETF worth $316K as of Q4 2021.
  • Innovator Laddered Allocation Power Buffer ETF was a new Carroll Financial Associates position in Q4 2021.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.02% of Carroll Financial Associates's portfolio in Q4 2021, its #308 holding.
  • 34 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.