Tradition Wealth Management’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Tradition Wealth Management’s Portfolio BUFB Stock Details BUFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,439	Closed	-$68K	–	489
2023 Q4	$68K	Sell	2,439 -200	-8%	-$5.26K	0.01%	555
2023 Q3	$67K	Hold	2,639	–	–	0.01%	535
2023 Q2	$69K	Sell	2,639 -155	-6%	-$3.86K	0.01%	544
2023 Q1	$70K	Hold	2,794	–	–	0.01%	528
2022 Q4	$66K	Sell	2,794 -1,099	-28%	-$25.2K	0.01%	469
2022 Q3	$87K	Buy	3,893 +904	+30%	+$21K	0.01%	386
2022 Q2	$69K	Buy	2,989 +1,045	+54%	+$24.5K	0.01%	410
2022 Q1	$49K	Buy	+1,944	New	+$47.6K	0.01%	521

Other funds holding BUFB

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

4WM

4J Wealth Management Alexandria, Virginia $176M AUM 16.75% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

MFG

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

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Tradition Wealth Management's BUFB Position: Q1 2024 in Review

Tradition Wealth Management sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q1 2024, closing a stake of 2,439 shares — an estimated $68K sold.

Tradition Wealth Management first reported a position in BUFB in Q1 2022 and held it in 8 quarters. The position peaked at $87K in Q3 2022. 52 funds tracked by Wall St. Rank hold BUFB as of Q1 2024.

Tradition Wealth Management reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 2,439 Innovator Laddered Allocation Buffer ETF shares in Q1 2024, an estimated $68K.
Tradition Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2022 and held it in 8 quarters.
Tradition Wealth Management's Innovator Laddered Allocation Buffer ETF position peaked at $87K in Q3 2022.
52 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.