FMWA
Forvis Mazars 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 | $6.71M | Buy |
142,715
+45,072
| +46% | +$2.12M | 0.14% | 78 |
|
|
2025
Q1 | $4.31M | Sell |
97,643
-25,658
| -21% | -$1.13M | 0.1% | 95 |
|
|
2024
Q4 | $5.54M | Sell |
123,301
-14,620
| -11% | -$657K | 0.13% | 83 |
|
|
2024
Q3 | $6.09M | Buy |
137,921
+9,808
| +8% | +$433K | 0.14% | 83 |
|
|
2024
Q2 | $5.49M | Buy |
128,113
+33,323
| +35% | +$1.43M | 0.14% | 84 |
|
|
2024
Q1 | $3.96M | Buy |
94,790
+31,620
| +50% | +$1.32M | 0.1% | 106 |
|
|
2023
Q4 | $2.53M | Buy |
63,170
+48,406
| +328% | +$1.94M | 0.07% | 135 |
|
|
2023
Q3 | $554K | Buy |
+14,764
| New | +$554K | 0.02% | 259 |
|