FNWA
Financial Network Wealth Advisors’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 | $2.2M | Sell |
46,767
-3,252
| -7% | -$153K | 2.67% | 4 |
|
|
2025
Q1 | $2.21M | Buy |
50,019
+7,209
| +17% | +$318K | 2.9% | 4 |
|
|
2024
Q4 | $1.92M | Sell |
42,810
-27,259
| -39% | -$1.22M | 3.57% | 4 |
|
|
2024
Q3 | $3.09M | Sell |
70,069
-6,467
| -8% | -$285K | 2.55% | 4 |
|
|
2024
Q2 | $3.28M | Sell |
76,536
-5,254
| -6% | -$225K | 2.45% | 4 |
|
|
2024
Q1 | $3.41M | Sell |
81,790
-10,783
| -12% | -$450K | 3.4% | 2 |
|
|
2023
Q4 | $3.71M | Buy |
+92,573
| New | +$3.71M | 3.95% | 3 |
|