RIA
BUFF icon

Regal Investment Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Regal Investment 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
2024
Q4 		– Sell
-119,446
Closed -$5.27M – 475
2024
Q3 		$5.27M Sell
119,446
-231,395
-66% -$10M 0.37% 78
2024
Q2 		$15M Buy
350,841
+36,532
+12% +$1.54M 0.98% 17
2024
Q1 		$13.1M Buy
314,309
+45,167
+17% +$1.84M 0.9% 22
2023
Q4 		$10.8M Buy
269,142
+186,841
+227% +$7.19M 0.82% 24
2023
Q3 		$3.09M Buy
82,301
+30,625
+59% +$1.17M 0.26% 110
2023
Q2 		$1.96M Buy
+51,676
New +$1.89M 0.16% 150

Other funds holding BUFF

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return