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Sigma Planning Corp’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Sigma Planning Corp’s Portfolio BUFB Stock Details BUFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,598
Closed -$210K – 1233
2023
Q1 		$210K Sell
8,598
-2,300
-21% -$54.9K 0.01% 1160
2022
Q4 		$251K Sell
10,898
-2
-0% -$46 0.01% 1043
2022
Q3 		$236K Hold
10,900
– – 0.01% 1045
2022
Q2 		$243K Buy
+10,900
New +$256K 0.01% 1084

Other funds holding BUFB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Sigma Planning Corp's BUFB Position: Q2 2023 in Review

Sigma Planning Corp sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q2 2023, closing a stake of 8,598 shares — an estimated $210K sold.

Sigma Planning Corp first reported a position in BUFB in Q2 2022 and held it in 4 quarters. The position peaked at $251K in Q4 2022. 25 funds tracked by Wall St. Rank hold BUFB as of Q2 2023.

  • Sigma Planning Corp reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q2 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 8,598 Innovator Laddered Allocation Buffer ETF shares in Q2 2023, an estimated $210K.
  • Sigma Planning Corp first reported a position in Innovator Laddered Allocation Buffer ETF in Q2 2022 and held it in 4 quarters.
  • Sigma Planning Corp's Innovator Laddered Allocation Buffer ETF position peaked at $251K in Q4 2022.
  • 25 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.