Stratos Wealth Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Stratos Wealth Advisors’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
2023 Q3	–	Sell	-6,104	Closed	-$231K	–	671
2023 Q2	$231K	Hold	6,104	–	–	0.02%	572
2023 Q1	$219K	Sell	6,104 -301	-5%	-$10.6K	0.02%	562
2022 Q4	$220K	Sell	6,405 -9,735	-60%	-$332K	0.02%	533
2022 Q3	$525K	Sell	16,140 -3,789	-19%	-$129K	0.06%	347
2022 Q2	$660K	Sell	19,929 -9,938	-33%	-$340K	0.06%	321
2022 Q1	$1.07M	Buy	+29,867	New	+$1.06M	0.09%	262

Other funds holding BUFF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Stratos Wealth Advisors's BUFF Position: Q3 2023 in Review

Stratos Wealth Advisors sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q3 2023, closing a stake of 6,104 shares — an estimated $231K sold.

Stratos Wealth Advisors first reported a position in BUFF in Q1 2022 and held it in 6 quarters. The position peaked at $1.07M in Q1 2022. 73 funds tracked by Wall St. Rank hold BUFF as of Q3 2023.

Stratos Wealth Advisors reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q3 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 6,104 Innovator Laddered Allocation Power Buffer ETF shares in Q3 2023, an estimated $231K.
Stratos Wealth Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2022 and held it in 6 quarters.
Stratos Wealth Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $1.07M in Q1 2022.
73 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2023.

Based on Stratos Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.