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Beacon Pointe Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Beacon Pointe Advisors’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 		$6.26M Buy
118,738
+17,566
+17% +$910K 0.03% 456
2026
Q1 		$5M Buy
101,172
+78,246
+341% +$3.92M 0.03% 474
2025
Q4 		$1.14M Buy
22,926
+9,828
+75% +$484K 0.01% 792
2025
Q3 		$640K Buy
+13,098
New +$628K 0.01% 925

Other funds holding BUFF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
Janney Montgomery Scott
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 Pointe Advisors's BUFF Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 17% in Q2 2026, buying an estimated $910K and bringing the position to 118,738 shares worth $6.26M. The position accounts for 0.03% of the portfolio, ranked #456.

Beacon Pointe Advisors first reported a position in BUFF in Q3 2025 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • Beacon Pointe Advisors held 118,738 shares of Innovator Laddered Allocation Power Buffer ETF worth $6.26M as of Q2 2026.
  • Beacon Pointe Advisors bought 17,566 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $910K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #456 holding.
  • Beacon Pointe Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2025 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.