DHJJ 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 | $320K | Sell |
6,799
-516
| -7% | -$24.3K | 0.12% | 130 |
|
|
2025
Q1 | $323K | Hold |
7,315
| – | – | 0.13% | 123 |
|
|
2024
Q4 | $329K | Buy |
7,315
+969
| +15% | +$43.5K | 0.13% | 124 |
|
|
2024
Q3 | $280K | Buy |
6,346
+190
| +3% | +$8.38K | 0.11% | 127 |
|
|
2024
Q2 | $264K | Sell |
6,156
-206
| -3% | -$8.83K | 0.11% | 127 |
|
|
2024
Q1 | $266K | Sell |
6,362
-1,220
| -16% | -$50.9K | 0.12% | 121 |
|
|
2023
Q4 | $304K | Sell |
7,582
-325
| -4% | -$13K | 0.14% | 107 |
|
|
2023
Q3 | $297K | Sell |
7,907
-305
| -4% | -$11.4K | 0.15% | 102 |
|
|
2023
Q2 | $311K | Sell |
8,212
-375
| -4% | -$14.2K | 0.16% | 108 |
|
|
2023
Q1 | $308K | Sell |
8,587
-1,034
| -11% | -$37.1K | 0.17% | 108 |
|
|
2022
Q4 | $331K | Sell |
9,621
-605
| -6% | -$20.8K | 0.19% | 102 |
|
|
2022
Q3 | $332K | Hold |
10,226
| – | – | 0.19% | 96 |
|
|
2022
Q2 | $338K | Buy |
10,226
+2,120
| +26% | +$70.1K | 0.19% | 97 |
|
|
2022
Q1 | $316K | Buy |
+8,106
| New | +$316K | 0.15% | 107 |
|