FANJ
BUFB icon

Financial Architects (New Jersey)’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Financial Architects (New Jersey)’s Portfolio BUFB Stock Details BUFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$1.7M Buy
65,029
+13,484
+26% +$336K 0.26% 89
2023
Q1 		$1.26M Buy
51,545
+7,181
+16% +$171K 0.2% 119
2022
Q4 		$1.02M Buy
44,364
+14,557
+49% +$334K 0.17% 132
2022
Q3 		$645K Buy
+29,807
New +$692K 0.11% 172

Other funds holding BUFB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
AL
ACAS LLC Rancho Santa Fe, California $149M AUM 16.56% 1-Year Est. Return

Financial Architects (New Jersey)'s BUFB Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 26% in Q2 2023, buying an estimated $336K and bringing the position to 65,029 shares worth $1.7M. The position accounts for 0.26% of the portfolio, ranked #89.

Financial Architects (New Jersey) first reported a position in BUFB in Q3 2022 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold BUFB as of Q2 2023.

  • Financial Architects (New Jersey) held 65,029 shares of Innovator Laddered Allocation Buffer ETF worth $1.7M as of Q2 2023.
  • Financial Architects (New Jersey) bought 13,484 Innovator Laddered Allocation Buffer ETF shares in Q2 2023, an estimated $336K.
  • Innovator Laddered Allocation Buffer ETF made up 0.26% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #89 holding.
  • Financial Architects (New Jersey) first reported a position in Innovator Laddered Allocation Buffer ETF in Q3 2022 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.