Visionary Wealth Advisors’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
34,839
-36,473
| -51% | -$1.24M | 0.06% | 251 |
|
|
2025
Q1 | $2.24M | Sell |
71,312
-14,538
| -17% | -$457K | 0.13% | 160 |
|
|
2024
Q4 | $2.77M | Buy |
85,850
+1,487
| +2% | +$48K | 0.16% | 141 |
|
|
2024
Q3 | $2.66M | Buy |
84,363
+8,248
| +11% | +$260K | 0.16% | 142 |
|
|
2024
Q2 | $2.32M | Sell |
76,115
-22,299
| -23% | -$681K | 0.15% | 153 |
|
|
2024
Q1 | $2.89M | Sell |
98,414
-4,599
| -4% | -$135K | 0.2% | 133 |
|
|
2023
Q4 | $2.86M | Sell |
103,013
-7,668
| -7% | -$213K | 0.21% | 124 |
|
|
2023
Q3 | $2.82M | Sell |
110,681
-768
| -0.7% | -$19.6K | 0.23% | 116 |
|
|
2023
Q2 | $2.91M | Buy |
111,449
+23,141
| +26% | +$605K | 0.23% | 110 |
|
|
2023
Q1 | $2.16M | Buy |
88,308
+37,808
| +75% | +$924K | 0.18% | 122 |
|
|
2022
Q4 | $1.16M | Buy |
50,500
+36,237
| +254% | +$835K | 0.11% | 164 |
|
|
2022
Q3 | $309K | Buy |
14,263
+71
| +0.5% | +$1.54K | 0.03% | 289 |
|
|
2022
Q2 | $317K | Buy |
14,192
+1,000
| +8% | +$22.3K | 0.03% | 313 |
|
|
2022
Q1 | $331K | Buy |
+13,192
| New | +$331K | 0.03% | 308 |
|