IWP
BUFF icon

Innova Wealth Partners’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Innova Wealth Partners’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
-15,761
Closed -$695K – 101
2024
Q3 		$695K Buy
+15,761
New +$683K 0.57% 39

Other funds holding BUFF

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Innova Wealth Partners's BUFF Position: Q4 2024 in Review

Innova Wealth Partners sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q4 2024, closing a stake of 15,761 shares — an estimated $695K sold.

Innova Wealth Partners first reported a position in BUFF in Q3 2024 and held it in 1 quarter. The position peaked at $695K in Q3 2024. 118 funds tracked by Wall St. Rank hold BUFF as of Q4 2024.

  • Innova Wealth Partners reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 15,761 Innovator Laddered Allocation Power Buffer ETF shares in Q4 2024, an estimated $695K.
  • Innova Wealth Partners first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's Innovator Laddered Allocation Power Buffer ETF position peaked at $695K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q4 2024.

Based on Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.