Number of Shares
26,623.00
Current Holdings Value*
$1.17 Mil
% of Portfolio
0.55%
Total Estimate Gain
$59,696.53
% of Total Estimate Gain
4.99%

Collaborative Wealth Managment Inc.'s Innovator Laddered Allocation Power Buffer ETF Holding Summary

As of 2025-03-31, Collaborative Wealth Managment Inc. held 26,623.00 shares of Innovator Laddered Allocation Power Buffer ETF(BUFF), totaling $1.17 Mil. This investment constitutes 0.55% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0.2% of the outstanding Innovator Laddered Allocation Power Buffer ETF(BUFF) stock.

The initial trade took place in 2024Q4. And since then Collaborative Wealth Managment Inc. has made 2 purchases of BUFF, at an average price of $44.97, for a total of 26,623.00 shares. Based on historical transaction data and BUFF's current price of $47.22, Collaborative Wealth Managment Inc.'s estimated gain on his BUFF holdings is $59,696.53, reflecting a 4.99% gain to date.

Collaborative Wealth Managment Inc. BUFF ($47.22) Holding Chart

Collaborative Wealth Managment Inc. BUFF ($47.22) 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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