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Compass Advisory Group’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Compass Advisory Group’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
-6,790
Closed -$300K – 74
2024
Q3 		$300K Sell
6,790
-29
-0.4% -$1.26K 0.12% 65
2024
Q2 		$292K Buy
6,819
+29
+0.4% +$1.22K 0.13% 62
2024
Q1 		$283K Buy
6,790
+363
+6% +$14.8K 0.13% 66
2023
Q4 		$258K Buy
+6,427
New +$247K 0.12% 62

Other funds holding BUFF

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
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
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
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Compass Advisory Group's BUFF Position: Q4 2024 in Review

Compass Advisory Group sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q4 2024, closing a stake of 6,790 shares — an estimated $300K sold.

Compass Advisory Group first reported a position in BUFF in Q4 2023 and held it in 4 quarters. The position peaked at $300K in Q3 2024. 118 funds tracked by Wall St. Rank hold BUFF as of Q4 2024.

  • Compass Advisory Group reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q4 2024 after selling out during the quarter.
  • Compass Advisory Group sold 6,790 Innovator Laddered Allocation Power Buffer ETF shares in Q4 2024, an estimated $300K.
  • Compass Advisory Group first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2023 and held it in 4 quarters.
  • Compass Advisory Group's Innovator Laddered Allocation Power Buffer ETF position peaked at $300K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q4 2024.

Based on Compass Advisory Group's 13F filing for Q4 2024, filed 24 Jan 2025.