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Cetera Advisor Networks’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Cetera Advisor Networks’s Portfolio BUFB Stock Details BUFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$453K Buy
15,410
+2,552
+20% +$73K ﹤0.01% 1997
2023
Q4 		$357K Buy
+12,858
New +$338K ﹤0.01% 2119

Other funds holding BUFB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Cetera Advisor Networks's BUFB Position: Q1 2024 in Review

Cetera Advisor Networks increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 20% in Q1 2024, buying an estimated $73K and bringing the position to 15,410 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Cetera Advisor Networks first reported a position in BUFB in Q4 2023 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold BUFB as of Q1 2024.

  • Cetera Advisor Networks held 15,410 shares of Innovator Laddered Allocation Buffer ETF worth $453K as of Q1 2024.
  • Cetera Advisor Networks bought 2,552 Innovator Laddered Allocation Buffer ETF shares in Q1 2024, an estimated $73K.
  • Innovator Laddered Allocation Buffer ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1997 holding.
  • Cetera Advisor Networks first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2023 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.