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Clear Point Advisors’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Clear Point Advisors’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
Q4 		– Sell
-10
Closed -$316 – 168
2024
Q3 		$316 Hold
10
– – ﹤0.01% 523
2024
Q2 		$305 Hold
10
– – ﹤0.01% 516
2024
Q1 		$294 Buy
+10
New +$286 ﹤0.01% 515

Other funds holding BUFB

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Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $176M AUM 16.75% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Clear Point Advisors's BUFB Position: Q4 2024 in Review

Clear Point Advisors sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q4 2024, closing a stake of 10 shares — an estimated $316 sold.

Clear Point Advisors first reported a position in BUFB in Q1 2024 and held it in 3 quarters. The position peaked at $316 in Q3 2024. 66 funds tracked by Wall St. Rank hold BUFB as of Q4 2024.

  • Clear Point Advisors reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 10 Innovator Laddered Allocation Buffer ETF shares in Q4 2024, an estimated $316.
  • Clear Point Advisors first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2024 and held it in 3 quarters.
  • Clear Point Advisors's Innovator Laddered Allocation Buffer ETF position peaked at $316 in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.