CAPITAL WEALTH MANAGEMENT, LLC BUFB Holdings History
CAPITAL WEALTH MANAGEMENT, LLC's Innovator Laddered Allocation Buffer ETF Holding Summary
As of 2025-06-30, CAPITAL WEALTH MANAGEMENT, LLC held 170,172.00 shares of Innovator Laddered Allocation Buffer ETF(BUFB), totaling $5.77 Mil. This investment constitutes 2.15% of their stock portfolio, and CAPITAL WEALTH MANAGEMENT, LLC now holds 2.73% of the outstanding Innovator Laddered Allocation Buffer ETF(BUFB) stock.
The initial trade took place in 2022Q4. And since then CAPITAL WEALTH MANAGEMENT, LLC has made 8 purchases of BUFB, at an average price of $28.34, for a total of 178,174.00 shares. In addition, there have been 3 sales at an average price of $27.09 for 8,002.00 shares. Based on historical transaction data and BUFB's current price of $34.48, CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his BUFB holdings is $1.04 Mil, reflecting a 20.50% gain to date.
CAPITAL WEALTH MANAGEMENT, LLC BUFB ($34.48) Holding Chart
CAPITAL WEALTH MANAGEMENT, LLC BUFB ($34.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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