Freedom Investment Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Freedom Investment 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 Q1	–	Sell	-6,159	Closed	-$247K	–	795
2023 Q4	$247K	Sell	6,159 -3,719	-38%	-$143K	0.02%	656
2023 Q3	$370K	Sell	9,878 -1,894	-16%	-$72.2K	0.05%	439
2023 Q2	$446K	Sell	11,772 -468	-4%	-$17.1K	0.05%	429
2023 Q1	$440K	Sell	12,240 -1,152	-9%	-$40.6K	0.05%	435
2022 Q4	$461K	Buy	+13,392	New	+$457K	0.05%	459

Other funds holding BUFF

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Freedom Investment Management's BUFF Position: Q1 2024 in Review

Freedom Investment Management sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q1 2024, closing a stake of 6,159 shares — an estimated $247K sold.

Freedom Investment Management first reported a position in BUFF in Q4 2022 and held it in 5 quarters. The position peaked at $461K in Q4 2022. 94 funds tracked by Wall St. Rank hold BUFF as of Q1 2024.

Freedom Investment Management reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q1 2024 after selling out during the quarter.
Freedom Investment Management sold 6,159 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2024, an estimated $247K.
Freedom Investment Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2022 and held it in 5 quarters.
Freedom Investment Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $461K in Q4 2022.
94 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.