RIA
Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-119,446
| Closed | -$5.27M | – | 475 |
|
|
2024
Q3 | $5.27M | Sell |
119,446
-231,395
| -66% | -$10.2M | 0.37% | 78 |
|
|
2024
Q2 | $15M | Buy |
350,841
+36,532
| +12% | +$1.57M | 0.98% | 16 |
|
|
2024
Q1 | $13.1M | Buy |
314,309
+45,167
| +17% | +$1.89M | 0.9% | 22 |
|
|
2023
Q4 | $10.8M | Buy |
269,142
+186,841
| +227% | +$7.49M | 0.82% | 24 |
|
|
2023
Q3 | $3.09M | Buy |
82,301
+30,625
| +59% | +$1.15M | 0.26% | 109 |
|
|
2023
Q2 | $1.96M | Buy |
+51,676
| New | +$1.96M | 0.16% | 150 |
|