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Castleview Partners’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-10,787
Closed -$485K – 228
2024
Q4 		$485K Buy
10,787
+2,764
+34% +$124K 0.26% 95
2024
Q3 		$354K Buy
8,023
+1,852
+30% +$80.3K 0.2% 119
2024
Q2 		$265K Buy
6,171
+2,777
+82% +$117K 0.15% 139
2024
Q1 		$142K Buy
3,394
+1,577
+87% +$64.4K 0.08% 217
2023
Q4 		$72.8K Buy
+1,817
New +$69.9K 0.05% 242

Other funds holding BUFF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Castleview Partners's BUFF Position: Q1 2025 in Review

Castleview Partners sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q1 2025, closing a stake of 10,787 shares — an estimated $485K sold.

Castleview Partners first reported a position in BUFF in Q4 2023 and held it in 5 quarters. The position peaked at $485K in Q4 2024. 123 funds tracked by Wall St. Rank hold BUFF as of Q1 2025.

  • Castleview Partners reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 10,787 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2025, an estimated $485K.
  • Castleview Partners first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's Innovator Laddered Allocation Power Buffer ETF position peaked at $485K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.