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BUFBBUFB
Showing 9 of 10 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in INNOVATOR ETFS TRUST

No. Axxcess Wealth Management exited its BUFB position in Q3 2026. Its Q2 2026 13F listed 6,589 shares worth $259,014. Axxcess Wealth Management first reported BUFB in Q2 2024 and held it in 8 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$12.9M

Total Shares Change

-407,973

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Exited
0
-100.0%
$00.0%$40.28
0
2026-Q2
New
6,589
-
$259,0140.0%$39.31
32
2026-Q1
Exited
0
-100.0%
$00.0%$35.91
0
2025-Q4
Decreased
17,742
-96.1%
$649,9780.0%$36.64
0
2025-Q3
Decreased
452,850
-5.6%
$16.2M0.3%$35.74
0
2025-Q2
Decreased
479,790
-16.9%
$16.3M0.4%$33.88
0
2025-Q1
Increased
577,286
+23.4%
$18.1M0.5%$31.42
41
2024-Q4
Increased
467,850
+14.7%
$15.1M0.4%$32.30
38
2024-Q3
Increased
407,973
+1998.3%
$12.9M0.3%$31.58
54

Other major holders of BUFB: RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, HighTower Advisors, LLC

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