Philip James Wealth Mangement’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Philip James Wealth Mangement’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
2025 Q1	–	Sell	-5,828	Closed	-$262K	–	169
2024 Q4	$262K	Buy	5,828 +117	+2%	+$5.24K	0.03%	143
2024 Q3	$252K	Sell	5,711 -725	-11%	-$31.4K	0.03%	139
2024 Q2	$276K	Sell	6,436 -131,287	-95%	-$5.52M	0.18%	52
2024 Q1	$5.75M	Buy	137,723 +6,719	+5%	+$274K	4.07%	9
2023 Q4	$5.25M	Buy	+131,004	New	+$5.04M	4.07%	9

Other funds holding BUFF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Philip James Wealth Mangement's BUFF Position: Q1 2025 in Review

Philip James Wealth Mangement sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q1 2025, closing a stake of 5,828 shares — an estimated $262K sold.

Philip James Wealth Mangement first reported a position in BUFF in Q4 2023 and held it in 5 quarters. The position peaked at $5.75M in Q1 2024. 123 funds tracked by Wall St. Rank hold BUFF as of Q1 2025.

Philip James Wealth Mangement reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q1 2025 after selling out during the quarter.
Philip James Wealth Mangement sold 5,828 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2025, an estimated $262K.
Philip James Wealth Mangement first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2023 and held it in 5 quarters.
Philip James Wealth Mangement's Innovator Laddered Allocation Power Buffer ETF position peaked at $5.75M in Q1 2024.
123 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2025.

Based on Philip James Wealth Mangement's 13F filing for Q1 2025, filed 24 Apr 2025.