FGAM
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Financial Gravity Asset Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-82
Closed -$3.44K – 1579
2024
Q1 		$3.44K Buy
+82
New +$3.35K ﹤0.01% 959
2023
Q3 		– Sell
-38
Closed -$14.7K – 1315
2023
Q2 		$14.7K Buy
+38
New +$1.39K 0.04% 198
2023
Q1 		– Sell
-34
Closed -$14.8K – 1200
2022
Q4 		$14.8K Buy
+34
New +$1.16K 0.08% 159

Other funds holding BUFF

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return