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Sunbelt Securities’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Sunbelt Securities’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
2024
Q2 		– Sell
-250
Closed -$10.4K – 1772
2024
Q1 		$10.4K Hold
250
– – ﹤0.01% 1229
2023
Q4 		$10K Hold
250
– – ﹤0.01% 1170
2023
Q3 		$9.38K Hold
250
– – ﹤0.01% 1168
2023
Q2 		$9.47K Hold
250
– – ﹤0.01% 1186
2023
Q1 		$8.91K Buy
+250
New +$8.82K ﹤0.01% 1163

Other funds holding BUFF

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Sunbelt Securities's BUFF Position: Q2 2024 in Review

Sunbelt Securities sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q2 2024, closing a stake of 250 shares — an estimated $10.4K sold.

Sunbelt Securities first reported a position in BUFF in Q1 2023 and held it in 5 quarters. The position peaked at $10.4K in Q1 2024. 96 funds tracked by Wall St. Rank hold BUFF as of Q2 2024.

  • Sunbelt Securities reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q2 2024 after selling out during the quarter.
  • Sunbelt Securities sold 250 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2024, an estimated $10.4K.
  • Sunbelt Securities first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2023 and held it in 5 quarters.
  • Sunbelt Securities's Innovator Laddered Allocation Power Buffer ETF position peaked at $10.4K in Q1 2024.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2024.

Based on Sunbelt Securities's 13F filing for Q2 2024, filed 16 Aug 2024.