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

Atria Wealth Solutions’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
2025 Q2	$2.53M	Sell	53,914 -7,119	-12%	-$319K	0.06%	354
2025 Q1	$2.69M	Buy	61,033 +15,662	+35%	+$707K	0.03%	524
2024 Q4	$2.04M	Buy	45,371 +7,079	+18%	+$317K	0.02%	634
2024 Q3	$1.69M	Sell	38,292 -10,737	-22%	-$465K	0.02%	700
2024 Q2	$2.1M	Buy	49,029 +20,704	+73%	+$870K	0.02%	609
2024 Q1	$1.18M	Buy	28,325 +10,533	+59%	+$430K	0.01%	834
2023 Q4	$713K	Buy	17,792 +12,253	+221%	+$472K	0.01%	1025
2023 Q3	$208K	Buy	+5,539	New	+$211K	﹤0.01%	1678

Other funds holding BUFF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's BUFF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 12% in Q2 2025, selling an estimated $319K and leaving 53,914 shares worth $2.53M. The position accounts for 0.06% of the portfolio, ranked #354.

Atria Wealth Solutions first reported a position in BUFF in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.69M in Q1 2025. 131 funds tracked by Wall St. Rank hold BUFF as of Q2 2025.

Atria Wealth Solutions held 53,914 shares of Innovator Laddered Allocation Power Buffer ETF worth $2.53M as of Q2 2025.
Atria Wealth Solutions sold 7,119 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2025, an estimated $319K.
Innovator Laddered Allocation Power Buffer ETF made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #354 holding.
Atria Wealth Solutions first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2023 and has held it in 8 quarters since.
Atria Wealth Solutions's Innovator Laddered Allocation Power Buffer ETF position peaked at $2.69M in Q1 2025.
131 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.