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

TRUADVICE’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	$555K	Sell	14,497 -144	-1%	-$5.49K	0.22%	118
2023 Q2	$559K	Sell	14,641 -55	-0.4%	-$2.01K	0.21%	124
2023 Q1	$533K	Buy	14,696 +10	+0.1%	+$353	0.21%	114
2022 Q4	$516K	Buy	14,686 +2,813	+24%	+$95.9K	0.27%	72
2022 Q3	$405K	Sell	11,873 -45	-0.4%	-$1.53K	0.23%	89
2022 Q2	$413K	Buy	+11,918	New	+$408K	0.22%	91

Other funds holding BUFF

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

CAN

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

MFG

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

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

SEP

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

SAG

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

TRUADVICE's BUFF Position: Q3 2023 in Review

TRUADVICE reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 0.98% in Q3 2023, selling an estimated $5.49K and leaving 14,497 shares worth $555K. The position accounts for 0.22% of the portfolio, ranked #118.

TRUADVICE first reported a position in BUFF in Q2 2022 and has held it in 6 quarters since. The position peaked at $559K in Q2 2023. 73 funds tracked by Wall St. Rank hold BUFF as of Q3 2023.

TRUADVICE held 14,497 shares of Innovator Laddered Allocation Power Buffer ETF worth $555K as of Q3 2023.
TRUADVICE sold 144 Innovator Laddered Allocation Power Buffer ETF shares in Q3 2023, an estimated $5.49K.
Innovator Laddered Allocation Power Buffer ETF made up 0.22% of TRUADVICE's portfolio in Q3 2023, its #118 holding.
TRUADVICE first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2022 and has held it in 6 quarters since.
TRUADVICE's Innovator Laddered Allocation Power Buffer ETF position peaked at $559K in Q2 2023.
73 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.