FHC
BUFF icon

First Heartland Consultants’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

First Heartland Consultants’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
Q3 		– Sell
-83,051
Closed -$3.56M – 459
2024
Q2 		$3.56M Buy
+83,051
New +$3.49M 0.25% 71

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Cambridge Investment Research Advisors
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Commonwealth Equity Services
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SAG
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MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

First Heartland Consultants's BUFF Position: Q3 2024 in Review

First Heartland Consultants sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q3 2024, closing a stake of 83,051 shares — an estimated $3.56M sold.

First Heartland Consultants first reported a position in BUFF in Q2 2024 and held it in 1 quarter. The position peaked at $3.56M in Q2 2024. 104 funds tracked by Wall St. Rank hold BUFF as of Q3 2024.

  • First Heartland Consultants reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q3 2024 after selling out during the quarter.
  • First Heartland Consultants sold 83,051 Innovator Laddered Allocation Power Buffer ETF shares in Q3 2024, an estimated $3.56M.
  • First Heartland Consultants first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2024 and held it in 1 quarter.
  • First Heartland Consultants's Innovator Laddered Allocation Power Buffer ETF position peaked at $3.56M in Q2 2024.
  • 104 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2024.

Based on First Heartland Consultants's 13F filing for Q3 2024, filed 5 Nov 2024.