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Innova Wealth Partners’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Innova Wealth Partners’s Portfolio BUFZ Stock Details BUFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-29,209
Closed -$688K – 102
2024
Q3 		$688K Buy
+29,209
New +$674K 0.57% 40

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GFA
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AI
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Truist Financial
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Innova Wealth Partners's BUFZ Position: Q4 2024 in Review

Innova Wealth Partners sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q4 2024, closing a stake of 29,209 shares — an estimated $688K sold.

Innova Wealth Partners first reported a position in BUFZ in Q3 2024 and held it in 1 quarter. The position peaked at $688K in Q3 2024. 72 funds tracked by Wall St. Rank hold BUFZ as of Q4 2024.

  • Innova Wealth Partners reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 29,209 FT Vest Laddered Moderate Buffer ETF shares in Q4 2024, an estimated $688K.
  • Innova Wealth Partners first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's FT Vest Laddered Moderate Buffer ETF position peaked at $688K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q4 2024.

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