Beacon Financial Advisory’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Beacon Financial Advisory’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 Q3	$1.19M	Buy	22,036 +1,000	+5%	+$53.4K	0.22%	107
2026 Q2	$1.11M	Buy	21,036 +4,099	+24%	+$212K	0.22%	124
2026 Q1	$837K	Buy	16,937 +626	+4%	+$31.3K	0.19%	150
2025 Q4	$813K	Buy	16,311 +527	+3%	+$26K	0.19%	141
2025 Q3	$771K	Buy	15,784 +1,952	+14%	+$93.6K	0.18%	151
2025 Q2	$650K	Buy	+13,832	New	+$619K	0.17%	157

Other funds holding BUFF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Collaborative Wealth Management Lake Mary, Florida $238M AUM 10.68% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Beacon Financial Advisory's BUFF Position: Q3 2026 in Review

Beacon Financial Advisory increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 4.8% in Q3 2026, buying an estimated $53.4K and bringing the position to 22,036 shares worth $1.19M. The position accounts for 0.22% of the portfolio, ranked #107.

Beacon Financial Advisory first reported a position in BUFF in Q2 2025 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold BUFF as of Q3 2026.

Beacon Financial Advisory held 22,036 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.19M as of Q3 2026.
Beacon Financial Advisory bought 1,000 Innovator Laddered Allocation Power Buffer ETF shares in Q3 2026, an estimated $53.4K.
Innovator Laddered Allocation Power Buffer ETF made up 0.22% of Beacon Financial Advisory's portfolio in Q3 2026, its #107 holding.
Beacon Financial Advisory first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2025 and has held it in 6 quarters since.
102 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.