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Kingswood Wealth Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Kingswood Wealth Advisors’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
Q2 		– Sell
-45,715
Closed -$1.91M – 664
2024
Q1 		$1.91M Buy
+45,715
New +$1.87M 0.22% 109

Other funds holding BUFF

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Kingswood Wealth Advisors's BUFF Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q2 2024, closing a stake of 45,715 shares — an estimated $1.91M sold.

Kingswood Wealth Advisors first reported a position in BUFF in Q1 2024 and held it in 1 quarter. The position peaked at $1.91M in Q1 2024. 96 funds tracked by Wall St. Rank hold BUFF as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 45,715 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2024, an estimated $1.91M.
  • Kingswood Wealth Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $1.91M in Q1 2024.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.