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 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 $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

Beacon Financial Advisory's BUFF Position: Q2 2026 in Review

Beacon Financial Advisory increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 24% in Q2 2026, buying an estimated $212K and bringing the position to 21,036 shares worth $1.11M. The position accounts for 0.22% of the portfolio, ranked #124.

Beacon Financial Advisory first reported a position in BUFF in Q2 2025 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Beacon Financial Advisory held 21,036 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.11M as of Q2 2026.
Beacon Financial Advisory bought 4,099 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $212K.
Innovator Laddered Allocation Power Buffer ETF made up 0.22% of Beacon Financial Advisory's portfolio in Q2 2026, its #124 holding.
Beacon Financial Advisory first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 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 Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.