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

Financial Architects (New Jersey)’s Portfolio BUFF Stock Details BUFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$1.08M Buy
28,612
+7,623
+36% +$278K 0.16% 131
2023
Q1 		$754K Buy
20,989
+3,740
+22% +$132K 0.12% 164
2022
Q4 		$593K Buy
17,249
+5,108
+42% +$174K 0.1% 187
2022
Q3 		$395K Buy
+12,141
New +$413K 0.07% 223

Other funds holding BUFF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

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

Financial Architects (New Jersey) increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 36% in Q2 2023, buying an estimated $278K and bringing the position to 28,612 shares worth $1.08M. The position accounts for 0.16% of the portfolio, ranked #131.

Financial Architects (New Jersey) first reported a position in BUFF in Q3 2022 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold BUFF as of Q2 2023.

  • Financial Architects (New Jersey) held 28,612 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.08M as of Q2 2023.
  • Financial Architects (New Jersey) bought 7,623 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2023, an estimated $278K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.16% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #131 holding.
  • Financial Architects (New Jersey) first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2022 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2023.

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