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

Axxcess 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	$2.95M	Buy	+55,939	New	+$2.9M	0.05%	328
2026 Q1	–	Sell	-45,192	Closed	-$2.25M	–	462
2025 Q4	$2.25M	Buy	45,192 +7,795	+21%	+$384K	0.04%	354
2025 Q3	$1.83M	Buy	37,397 +3,529	+10%	+$169K	0.04%	335
2025 Q2	$1.59M	Buy	33,868 +22,472	+197%	+$1.01M	0.04%	328
2025 Q1	$502K	Buy	+11,396	New	+$514K	0.01%	551

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

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

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

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

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

Axxcess Wealth Management opened a new position in Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q2 2026: 55,939 shares worth $2.95M. The stake represents 0.05% of the portfolio and ranks #328 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BUFF as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BUFF in Q1 2025 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Axxcess Wealth Management held 55,939 shares of Innovator Laddered Allocation Power Buffer ETF worth $2.95M as of Q2 2026.
Innovator Laddered Allocation Power Buffer ETF was a new Axxcess Wealth Management position in Q2 2026.
Innovator Laddered Allocation Power Buffer ETF made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #328 holding.
Axxcess Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2025 and has held it in 5 quarters since.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.