Soltis Investment Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.4M | Buy |
29,819
+67
| +0.2% | +$3.15K | 0.11% | 152 |
|
2025
Q1 | $1.31M | Buy |
29,752
+659
| +2% | +$29.1K | 0.12% | 152 |
|
2024
Q4 | $1.31M | Sell |
29,093
-1,366
| -4% | -$61.3K | 0.12% | 150 |
|
2024
Q3 | $1.34M | Sell |
30,459
-2,721
| -8% | -$120K | 0.13% | 138 |
|
2024
Q2 | $1.42M | Buy |
33,180
+14,662
| +79% | +$629K | 0.15% | 138 |
|
2024
Q1 | $773K | Buy |
18,518
+9,628
| +108% | +$402K | 0.09% | 161 |
|
2023
Q4 | $356K | Buy |
+8,890
| New | +$356K | 0.04% | 221 |
|