Householder Group Estate & Retirement Specialist’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio BUFB Stock Details BUFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,776	Closed	-$87K	–	627
2024 Q3	$87K	Sell	2,776 -175	-6%	-$5.41K	0.03%	388
2024 Q2	$90K	Buy	+2,951	New	+$87.6K	0.03%	374

Other funds holding BUFB

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

4WM

4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return

KWM

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

Householder Group Estate & Retirement Specialist's BUFB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q4 2024, closing a stake of 2,776 shares — an estimated $87K sold.

Householder Group Estate & Retirement Specialist first reported a position in BUFB in Q2 2024 and held it in 2 quarters. The position peaked at $90K in Q2 2024. 66 funds tracked by Wall St. Rank hold BUFB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2,776 Innovator Laddered Allocation Buffer ETF shares in Q4 2024, an estimated $87K.
Householder Group Estate & Retirement Specialist first reported a position in Innovator Laddered Allocation Buffer ETF in Q2 2024 and held it in 2 quarters.
Householder Group Estate & Retirement Specialist's Innovator Laddered Allocation Buffer ETF position peaked at $90K in Q2 2024.
66 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.