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Strategic Asset Management’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Strategic Asset Management’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
2022
Q3 		$35K Hold
1,619
– – 0.06% 182
2022
Q2 		$36K Hold
1,619
– – 0.06% 192
2022
Q1 		$41K Buy
+1,619
New +$39.6K 0.06% 181

Other funds holding BUFB

MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Strategic Asset Management's BUFB Position: Q3 2022 in Review

Strategic Asset Management held its Innovator Laddered Allocation Buffer ETF (BUFB) position steady in Q3 2022 at 1,619 shares worth $35K. The position accounts for 0.06% of the portfolio, ranked #182.

Strategic Asset Management first reported a position in BUFB in Q1 2022 and has held it in 3 quarters since. The position peaked at $41K in Q1 2022. 15 funds tracked by Wall St. Rank hold BUFB as of Q3 2022.

  • Strategic Asset Management held 1,619 shares of Innovator Laddered Allocation Buffer ETF worth $35K as of Q3 2022.
  • Strategic Asset Management left its Innovator Laddered Allocation Buffer ETF share count unchanged in Q3 2022.
  • Innovator Laddered Allocation Buffer ETF made up 0.06% of Strategic Asset Management's portfolio in Q3 2022, its #182 holding.
  • Strategic Asset Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2022 and has held it in 3 quarters since.
  • Strategic Asset Management's Innovator Laddered Allocation Buffer ETF position peaked at $41K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.