Vestia Personal Wealth Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Sell
36,352
-1,095
-3% -$51.5K 1.17% 16
2025
Q1
$1.65M Sell
37,447
-922
-2% -$40.7K 1.31% 16
2024
Q4
$1.72M Sell
38,369
-1,419
-4% -$63.7K 1.42% 15
2024
Q3
$1.76M Sell
39,788
-632
-2% -$27.9K 1.65% 13
2024
Q2
$1.73M Buy
+40,420
New +$1.73M 1.85% 13