Trek Financial’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $519K | Buy |
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2025
Q2 | $475K | Buy |
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|
2025
Q1 | $422K | Hold |
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|
2024
Q4 | $430K | Buy |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $314K | Hold |
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|
2023
Q4 | $301K | Hold |
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|
2023
Q3 | $282K | Hold |
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|
2023
Q2 | $285K | Hold |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $210K | Buy |
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