Guardian Financial Partners’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-90,657
| Closed | -$4M | – | 57 |
|
|
2025
Q1 | $4M | Sell |
90,657
-3,534
| -4% | -$156K | 1.91% | 18 |
|
|
2024
Q4 | $4.23M | Sell |
94,191
-1,370
| -1% | -$61.5K | 2.51% | 16 |
|
|
2024
Q3 | $4.22M | Sell |
95,561
-6,242
| -6% | -$275K | 2.64% | 14 |
|
|
2024
Q2 | $4.36M | Sell |
101,803
-4,164
| -4% | -$179K | 2.9% | 13 |
|
|
2024
Q1 | $4.42M | Buy |
105,967
+45,934
| +77% | +$1.92M | 3.03% | 13 |
|
|
2023
Q4 | $2.41M | Sell |
60,033
-1,766
| -3% | -$70.8K | 1.97% | 17 |
|
|
2023
Q3 | $2.32M | Sell |
61,799
-4,165
| -6% | -$156K | 2.18% | 17 |
|
|
2023
Q2 | $2.5M | Buy |
+65,964
| New | +$2.5M | 7.27% | 5 |
|