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

RiverTree 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 Q1	–	Sell	-29,731	Closed	-$1.19M	–	29
2023 Q4	$1.19M	Sell	29,731 -80,540	-73%	-$3.1M	0.81%	23
2023 Q3	$4.14M	Buy	110,271 +16,394	+17%	+$625K	3.08%	14
2023 Q2	$3.56M	Buy	93,877 +66,836	+247%	+$2.44M	2.56%	17
2023 Q1	$971K	Buy	+27,041	New	+$954K	0.7%	23

Other funds holding BUFF

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

RiverTree Advisors's BUFF Position: Q1 2024 in Review

RiverTree Advisors sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q1 2024, closing a stake of 29,731 shares — an estimated $1.19M sold.

RiverTree Advisors first reported a position in BUFF in Q1 2023 and held it in 4 quarters. The position peaked at $4.14M in Q3 2023. 95 funds tracked by Wall St. Rank hold BUFF as of Q1 2024.

RiverTree Advisors reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q1 2024 after selling out during the quarter.
RiverTree Advisors sold 29,731 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2024, an estimated $1.19M.
RiverTree Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2023 and held it in 4 quarters.
RiverTree Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $4.14M in Q3 2023.
95 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2024.

Based on RiverTree Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.