CWM
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Collaborative Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Collaborative Wealth Management’s Portfolio BUFF Stock Details BUFF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.36M Buy
28,927
+2,304
+9% +$108K 0.59% 38
2025
Q1 		$1.17M Buy
26,623
+15,203
+133% +$670K 0.55% 41
2024
Q4 		$513K Buy
+11,420
New +$513K 0.23% 91