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 Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 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.