Steward Partners Investment Advisory’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 | $903K | Buy |
19,208
+545
| +3% | +$25.6K | 0.01% | 1031 |
|
|
2025
Q1 | $823K | Buy |
18,663
+13,115
| +236% | +$578K | 0.01% | 993 |
|
|
2024
Q4 | $249K | Buy |
5,548
+2,878
| +108% | +$129K | ﹤0.01% | 1496 |
|
|
2024
Q3 | $118K | Sell |
2,670
-582
| -18% | -$25.7K | ﹤0.01% | 1800 |
|
|
2024
Q2 | $139K | Hold |
3,252
| – | – | ﹤0.01% | 1626 |
|
|
2024
Q1 | $136K | Buy |
3,252
+1,158
| +55% | +$48.3K | ﹤0.01% | 1605 |
|
|
2023
Q4 | $83.9K | Hold |
2,094
| – | – | ﹤0.01% | 1764 |
|
|
2023
Q3 | $78.5K | Buy |
+2,094
| New | +$78.5K | ﹤0.01% | 1690 |
|
|
2023
Q2 | – | Sell |
-112
| Closed | -$4.02K | – | 3327 |
|
|
2023
Q1 | $4.02K | Buy |
+112
| New | +$4.02K | ﹤0.01% | 2845 |
|
|
2022
Q4 | – | Sell |
-745
| Closed | -$24K | – | 3373 |
|
|
2022
Q3 | $24K | Buy |
+745
| New | +$24K | ﹤0.01% | 2133 |
|