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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $217M AUM 12.99% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Beacon Financial Advisory's BUFF Position: Q1 2026 in Review

Beacon Financial Advisory increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 3.8% in Q1 2026, buying an estimated $31.3K and bringing the position to 16,937 shares worth $837K. The position accounts for 0.19% of the portfolio, ranked #150.

Beacon Financial Advisory first reported a position in BUFF in Q2 2025 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

  • Beacon Financial Advisory held 16,937 shares of Innovator Laddered Allocation Power Buffer ETF worth $837K as of Q1 2026.
  • Beacon Financial Advisory bought 626 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2026, an estimated $31.3K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.19% of Beacon Financial Advisory's portfolio in Q1 2026, its #150 holding.
  • Beacon Financial Advisory first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2025 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.