Silver Oak Securities’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Silver Oak Securities’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
2023 Q4	–	Sell	-6,384	Closed	-$239K	–	501
2023 Q3	$239K	Buy	+6,384	New	+$243K	0.05%	263
2022 Q4	–	Sell	-6,384	Closed	-$239K	–	328
2022 Q3	$239K	Buy	+6,384	New	+$217K	0.05%	263

Other funds holding BUFF

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Silver Oak Securities's BUFF Position: Q4 2023 in Review

Silver Oak Securities sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q4 2023, closing a stake of 6,384 shares — an estimated $239K sold.

Silver Oak Securities first reported a position in BUFF in Q3 2022 and held it in 2 quarters. The position peaked at $239K in Q3 2023. 83 funds tracked by Wall St. Rank hold BUFF as of Q4 2023.

Silver Oak Securities reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q4 2023 after selling out during the quarter.
Silver Oak Securities sold 6,384 Innovator Laddered Allocation Power Buffer ETF shares in Q4 2023, an estimated $239K.
Silver Oak Securities first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2022 and held it in 2 quarters.
Silver Oak Securities's Innovator Laddered Allocation Power Buffer ETF position peaked at $239K in Q3 2023.
83 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q4 2023.

Based on Silver Oak Securities's 13F filing for Q4 2023, filed 5 Feb 2024.