SVWAG
Sound View Wealth Advisors Group’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
30,370
-338
| -1% | -$15.9K | 0.11% | 154 |
|
|
2025
Q1 | $1.35M | Sell |
30,708
-1,780
| -5% | -$78.5K | 0.11% | 150 |
|
|
2024
Q4 | $1.46M | Buy |
32,488
+2,955
| +10% | +$133K | 0.12% | 146 |
|
|
2024
Q3 | $1.3M | Buy |
29,533
+3,958
| +15% | +$175K | 0.11% | 159 |
|
|
2024
Q2 | $1.1M | Sell |
25,575
-7,884
| -24% | -$338K | 0.11% | 155 |
|
|
2024
Q1 | $1.4M | Sell |
33,459
-71,786
| -68% | -$3M | 0.15% | 136 |
|
|
2023
Q4 | $4.22M | Buy |
105,245
+19,992
| +23% | +$801K | 0.47% | 54 |
|
|
2023
Q3 | $3.2M | Buy |
85,253
+62,553
| +276% | +$2.35M | 0.4% | 59 |
|
|
2023
Q2 | $860K | Buy |
22,700
+14,929
| +192% | +$566K | 0.11% | 165 |
|
|
2023
Q1 | $279K | Sell |
7,771
-97,474
| -93% | -$3.5M | 0.04% | 292 |
|
|
2022
Q4 | $4.22M | Buy |
+105,245
| New | +$4.22M | 0.47% | 54 |
|