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Washington Trust’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Washington Trust’s Portfolio BUFB Stock Details BUFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-539
Closed -$15.8K – 873
2024
Q1 		$15.8K Buy
+539
New +$15.4K ﹤0.01% 606

Other funds holding BUFB

CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Washington Trust's BUFB Position: Q2 2024 in Review

Washington Trust sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q2 2024, closing a stake of 539 shares — an estimated $15.8K sold.

Washington Trust first reported a position in BUFB in Q1 2024 and held it in 1 quarter. The position peaked at $15.8K in Q1 2024. 56 funds tracked by Wall St. Rank hold BUFB as of Q2 2024.

  • Washington Trust reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q2 2024 after selling out during the quarter.
  • Washington Trust sold 539 Innovator Laddered Allocation Buffer ETF shares in Q2 2024, an estimated $15.8K.
  • Washington Trust first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2024 and held it in 1 quarter.
  • Washington Trust's Innovator Laddered Allocation Buffer ETF position peaked at $15.8K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2024.

Based on Washington Trust's 13F filing for Q2 2024, filed 15 Jul 2024.