Number of Shares
170,172.00
Current Holdings Value*
$5.77 Mil
% of Portfolio
2.15%
Total Estimate Gain
$983,332.79
% of Total Estimate Gain
19.47%

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 $34.18, CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his BUFB holdings is $983,332.79, reflecting a 19.47% gain to date.

CAPITAL WEALTH MANAGEMENT, LLC BUFB ($34.18) Holding Chart

CAPITAL WEALTH MANAGEMENT, LLC BUFB ($34.18) 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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