Kingsview Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.4M | Sell |
497,538
-44,855
| -8% | -$2.11M | 0.4% | 46 |
|
2025
Q1 | $23.9M | Sell |
542,393
-1,087,220
| -67% | -$47.9M | 0.45% | 38 |
|
2024
Q4 | $73.2M | Buy |
1,629,613
+1,087,128
| +200% | +$48.8M | 1.43% | 12 |
|
2024
Q3 | $23.9M | Sell |
542,485
-978,729
| -64% | -$43.2M | 0.5% | 43 |
|
2024
Q2 | $65.2M | Buy |
1,521,214
+47,020
| +3% | +$2.02M | 1.54% | 10 |
|
2024
Q1 | $61.5M | Buy |
1,474,194
+690,882
| +88% | +$28.8M | 1.54% | 10 |
|
2023
Q4 | $31.4M | Buy |
783,312
+292,671
| +60% | +$11.7M | 0.94% | 15 |
|
2023
Q3 | $18.4M | Buy |
490,641
+449,129
| +1,082% | +$16.8M | 0.66% | 25 |
|
2023
Q2 | $1.57M | Sell |
41,512
-496
| -1% | -$18.8K | 0.06% | 297 |
|
2023
Q1 | $1.51M | Buy |
42,008
+60
| +0.1% | +$2.16K | 0.06% | 296 |
|
2022
Q4 | $1.44M | Sell |
41,948
-347
| -0.8% | -$11.9K | 0.06% | 279 |
|
2022
Q3 | $1.38M | Buy |
42,295
+6,565
| +18% | +$213K | 0.07% | 272 |
|
2022
Q2 | $1.18M | Sell |
35,730
-2,700
| -7% | -$89.4K | 0.06% | 324 |
|
2022
Q1 | $1.38M | Buy |
38,430
+2,542
| +7% | +$91.1K | 0.06% | 310 |
|
2021
Q4 | $1.29M | Buy |
+35,888
| New | +$1.29M | 0.05% | 320 |
|