PCA
BUFF icon

Pallas Capital Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Pallas Capital 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
2023
Q4 		– Sell
-10,122
Closed -$373K – 363
2023
Q3 		$373K Buy
+10,122
New +$386K 0.02% 267

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KWM
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FIA
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MAM
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KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
CAN
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RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return