DWM
Diversify Wealth Management’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Buy |
145,732
+507
| +0.3% | +$17.6K | 0.31% | 84 |
|
|
2025
Q1 | $4.54M | Sell |
145,225
-485
| -0.3% | -$15.2K | 0.34% | 75 |
|
|
2024
Q4 | $4.69M | Buy |
145,710
+1,298
| +0.9% | +$41.8K | 0.37% | 68 |
|
|
2024
Q3 | $4.59M | Buy |
144,412
+136,885
| +1,819% | +$4.35M | 0.44% | 54 |
|
|
2024
Q2 | $223K | Buy |
+7,527
| New | +$223K | 0.03% | 399 |
|