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

Clear Point Advisors’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
2024 Q4	–	Sell	-100	Closed	-$4.41K	–	166
2024 Q3	$4.41K	Hold	100	–	–	﹤0.01%	399
2024 Q2	$4.29K	Hold	100	–	–	﹤0.01%	398
2024 Q1	$4.17K	Hold	100	–	–	﹤0.01%	396
2023 Q4	$4.01K	Buy	+100	New	+$3.85K	﹤0.01%	383

Other funds holding BUFF

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Clear Point Advisors sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q4 2024, closing a stake of 100 shares — an estimated $4.41K sold.

Clear Point Advisors first reported a position in BUFF in Q4 2023 and held it in 4 quarters. The position peaked at $4.41K in Q3 2024. 118 funds tracked by Wall St. Rank hold BUFF as of Q4 2024.

Clear Point Advisors reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 100 Innovator Laddered Allocation Power Buffer ETF shares in Q4 2024, an estimated $4.41K.
Clear Point Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $4.41K in Q3 2024.
118 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q4 2024.

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