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	–	1773
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

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

Envestnet Asset Management

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

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

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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

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

Commonwealth Equity Services

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

Mutual Advisors Omaha, Nebraska $4.66B AUM 17.48% 1-Year Est. Return