Davies Financial Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
5,269
| – | – | 0.19% | 67 |
|
|
2025
Q1 | $232K | Sell |
5,269
-466
| -8% | -$20.5K | 0.2% | 59 |
|
|
2024
Q4 | $258K | Sell |
5,735
-407
| -7% | -$18.3K | 0.22% | 54 |
|
|
2024
Q3 | $271K | Sell |
6,142
-6,967
| -53% | -$307K | 0.24% | 58 |
|
|
2024
Q2 | $562K | Sell |
13,109
-61,997
| -83% | -$2.66M | 0.52% | 42 |
|
|
2024
Q1 | $3.13M | Buy |
+75,106
| New | +$3.13M | 3.2% | 10 |
|