KFG Wealth Management’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.92M | Buy |
115,665
+1,398
| +1% | +$47.4K | 0.63% | 31 |
|
2025
Q1 | $3.59M | Buy |
114,267
+7,615
| +7% | +$239K | 0.65% | 32 |
|
2024
Q4 | $3.44M | Buy |
106,652
+67,535
| +173% | +$2.18M | 0.64% | 30 |
|
2024
Q3 | $1.24M | Buy |
39,117
+15,937
| +69% | +$503K | 0.27% | 56 |
|
2024
Q2 | $707K | Sell |
23,180
-130
| -0.6% | -$3.97K | 0.28% | 66 |
|
2024
Q1 | $685K | Buy |
23,310
+3,430
| +17% | +$101K | 0.28% | 70 |
|
2023
Q4 | $552K | Sell |
19,880
-1,138
| -5% | -$31.6K | 0.25% | 69 |
|
2023
Q3 | $536K | Buy |
+21,018
| New | +$536K | 0.29% | 65 |
|