Atria Investments’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Atria Investments’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	$283K	Sell	5,381 -13,367	-71%	-$693K	﹤0.01%	1885
2026 Q1	$926K	Sell	18,748 -67	-0.4%	-$3.35K	0.01%	1093
2025 Q4	$938K	Sell	18,815 -61	-0.3%	-$3.01K	0.01%	1103
2025 Q3	$922K	Sell	18,876 -457	-2%	-$21.9K	0.01%	1093
2025 Q2	$909K	Sell	19,333 -366	-2%	-$16.4K	0.01%	1084
2025 Q1	$869K	Sell	19,699 -3,819	-16%	-$172K	0.01%	1059
2024 Q4	$1.06M	Hold	23,518	–	–	0.01%	951
2024 Q3	$1.04M	Buy	23,518 +920	+4%	+$39.9K	0.01%	948
2024 Q2	$969K	Sell	22,598 -3,764	-14%	-$158K	0.01%	943
2024 Q1	$1.1M	Buy	+26,362	New	+$1.08M	0.02%	912
2022 Q2	–	Sell	-29,001	Closed	-$1.04M	–	767
2022 Q1	$1.04M	Buy	29,001 +132	+0.5%	+$4.67K	0.02%	839
2021 Q4	$1.04M	Buy	+28,869	New	+$1.03M	0.02%	822

Other funds holding BUFF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return

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

Atria Investments's BUFF Position: Q2 2026 in Review

Atria Investments reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 71% in Q2 2026, selling an estimated $693K and leaving 5,381 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

Atria Investments first reported a position in BUFF in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.1M in Q1 2024. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Atria Investments held 5,381 shares of Innovator Laddered Allocation Power Buffer ETF worth $283K as of Q2 2026.
Atria Investments sold 13,367 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $693K.
Innovator Laddered Allocation Power Buffer ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1885 holding.
Atria Investments first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2021 and has held it in 12 quarters since.
Atria Investments's Innovator Laddered Allocation Power Buffer ETF position peaked at $1.1M in Q1 2024.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.