SAG
SageView Advisory Group’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,370
| Closed | -$422K | – | 592 |
|
|
2024
Q3 | $422K | Sell |
13,370
-4,029
| -23% | -$127K | 0.02% | 325 |
|
|
2024
Q2 | $531K | Sell |
17,399
-43,736
| -72% | -$1.33M | 0.02% | 327 |
|
|
2024
Q1 | $1.73M | Sell |
61,135
-53,409
| -47% | -$1.51M | 0.09% | 128 |
|
|
2023
Q4 | $4.03K | Buy |
+114,544
| New | +$4.03K | ﹤0.01% | 650 |
|