AWM
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AE Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

AE Wealth Management’s Portfolio BUFF Stock Details BUFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.6K Sell
1,435
-14
-1% -$726 ﹤0.01% 1990
2026
Q1 		$71.6K Buy
1,449
+619
+75% +$31K ﹤0.01% 1884
2025
Q4 		$41.4K Sell
830
-111
-12% -$5.47K ﹤0.01% 1889
2025
Q3 		$46K Sell
941
-1,209
-56% -$58K ﹤0.01% 1734
2025
Q2 		$101K Sell
2,150
-63,854
-97% -$2.86M ﹤0.01% 1480
2025
Q1 		$2.91M Buy
66,004
+65,608
+16,568% +$2.96M 0.02% 446
2024
Q4 		$17.8K Buy
+396
New +$17.7K ﹤0.01% 1759

Other funds holding BUFF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

AE Wealth Management's BUFF Position: Q2 2026 in Review

AE Wealth Management reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 0.97% in Q2 2026, selling an estimated $726 and leaving 1,435 shares worth $75.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

AE Wealth Management first reported a position in BUFF in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.91M in Q1 2025. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • AE Wealth Management held 1,435 shares of Innovator Laddered Allocation Power Buffer ETF worth $75.6K as of Q2 2026.
  • AE Wealth Management sold 14 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $726.
  • Innovator Laddered Allocation Power Buffer ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1990 holding.
  • AE Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $2.91M in Q1 2025.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.