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

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-14,301	Closed	-$630K	–	626
2024 Q3	$630K	Buy	14,301 +5,620	+65%	+$244K	0.18%	113
2024 Q2	$372K	Buy	+8,681	New	+$365K	0.1%	163

Other funds holding BUFF

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

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

KWM

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

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

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

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

Householder Group Estate & Retirement Specialist sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q4 2024, closing a stake of 14,301 shares — an estimated $630K sold.

Householder Group Estate & Retirement Specialist first reported a position in BUFF in Q2 2024 and held it in 2 quarters. The position peaked at $630K in Q3 2024. 118 funds tracked by Wall St. Rank hold BUFF as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 14,301 Innovator Laddered Allocation Power Buffer ETF shares in Q4 2024, an estimated $630K.
Householder Group Estate & Retirement Specialist first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2024 and held it in 2 quarters.
Householder Group Estate & Retirement Specialist's Innovator Laddered Allocation Power Buffer ETF position peaked at $630K in Q3 2024.
118 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q4 2024.

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