LWA
Lineweaver Wealth Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
40,821
+2,558
| +7% | +$120K | 0.3% | 64 |
|
|
2025
Q1 | $1.69M | Buy |
38,263
+4,666
| +14% | +$206K | 0.29% | 71 |
|
|
2024
Q4 | $1.51M | Buy |
33,597
+2,226
| +7% | +$100K | 0.28% | 71 |
|
|
2024
Q3 | $1.38M | Hold |
31,371
| – | – | 0.26% | 71 |
|
|
2024
Q2 | $1.34M | Buy |
31,371
+4,377
| +16% | +$188K | 0.28% | 68 |
|
|
2024
Q1 | $1.13M | Buy |
26,994
+10,479
| +63% | +$437K | 0.27% | 74 |
|
|
2023
Q4 | $662K | Buy |
16,515
+8,798
| +114% | +$353K | 0.17% | 90 |
|
|
2023
Q3 | $289K | Buy |
+7,717
| New | +$289K | 0.08% | 118 |
|