DWM
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Diversify Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
33,248
+3,545
+12% +$170K 0.1% 202
2025
Q1
$1.3M Buy
29,703
+1,365
+5% +$59.9K 0.1% 209
2024
Q4
$1.27M Sell
28,338
-150
-0.5% -$6.72K 0.1% 185
2024
Q3
$1.26M Buy
+28,488
New +$1.26M 0.12% 175