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BUFB icon

NewEdge Advisors’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

NewEdge Advisors’s Portfolio BUFB Stock Details BUFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-420
Closed -$9.68K – 3513
2022
Q4 		$9.68K Buy
+420
New +$9.64K ﹤0.01% 2382

Other funds holding BUFB

MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AL
ACAS LLC Rancho Santa Fe, California $149M AUM 16.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

NewEdge Advisors's BUFB Position: Q1 2023 in Review

NewEdge Advisors sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q1 2023, closing a stake of 420 shares — an estimated $9.68K sold.

NewEdge Advisors first reported a position in BUFB in Q4 2022 and held it in 1 quarter. The position peaked at $9.68K in Q4 2022. 23 funds tracked by Wall St. Rank hold BUFB as of Q1 2023.

  • NewEdge Advisors reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 420 Innovator Laddered Allocation Buffer ETF shares in Q1 2023, an estimated $9.68K.
  • NewEdge Advisors first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's Innovator Laddered Allocation Buffer ETF position peaked at $9.68K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.