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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return

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

MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return