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

Strategic Asset Management’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
2022
Q3 		$9K Hold
271
– – 0.02% 390
2022
Q2 		$9K Hold
271
– – 0.01% 410
2022
Q1 		$10K Buy
+271
New +$9.58K 0.01% 374

Other funds holding BUFF

MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return

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

Strategic Asset Management held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q3 2022 at 271 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #390.

Strategic Asset Management first reported a position in BUFF in Q1 2022 and has held it in 3 quarters since. The position peaked at $10K in Q1 2022. 45 funds tracked by Wall St. Rank hold BUFF as of Q3 2022.

  • Strategic Asset Management held 271 shares of Innovator Laddered Allocation Power Buffer ETF worth $9K as of Q3 2022.
  • Strategic Asset Management left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q3 2022.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.02% of Strategic Asset Management's portfolio in Q3 2022, its #390 holding.
  • Strategic Asset Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2022 and has held it in 3 quarters since.
  • Strategic Asset Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $10K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2022.

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