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Heritage Wealth Management (Ohio)’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio BUFB Stock Details BUFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$901K Buy
26,600
+16,189
+155% +$548K 0.29% 89
2025
Q1 		$327K Buy
+10,411
New +$327K 0.11% 174