Visionary 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 | $4.22M | Sell |
89,776
-2,720
| -3% | -$128K | 0.22% | 112 |
|
|
2025
Q1 | $4.08M | Buy |
92,496
+355
| +0.4% | +$15.7K | 0.24% | 109 |
|
|
2024
Q4 | $4.14M | Buy |
92,141
+1,151
| +1% | +$51.7K | 0.24% | 107 |
|
|
2024
Q3 | $4.01M | Buy |
90,990
+5,018
| +6% | +$221K | 0.24% | 105 |
|
|
2024
Q2 | $3.69M | Buy |
85,972
+13,457
| +19% | +$577K | 0.24% | 107 |
|
|
2024
Q1 | $3.03M | Buy |
72,515
+26
| +0% | +$1.09K | 0.2% | 123 |
|
|
2023
Q4 | $2.91M | Buy |
72,489
+13,860
| +24% | +$556K | 0.21% | 121 |
|
|
2023
Q3 | $2.2M | Buy |
58,629
+2,411
| +4% | +$90.4K | 0.18% | 133 |
|
|
2023
Q2 | $2.13M | Buy |
56,218
+6,348
| +13% | +$241K | 0.17% | 135 |
|
|
2023
Q1 | $1.79M | Buy |
49,870
+20,589
| +70% | +$740K | 0.15% | 140 |
|
|
2022
Q4 | $1.01M | Buy |
+29,281
| New | +$1.01M | 0.09% | 174 |
|