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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
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 $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 Pointe Advisors's BUFF Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 341% in Q1 2026, buying an estimated $3.92M and bringing the position to 101,172 shares worth $5M. The position accounts for 0.03% of the portfolio, ranked #474.

Beacon Pointe Advisors first reported a position in BUFF in Q3 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

  • Beacon Pointe Advisors held 101,172 shares of Innovator Laddered Allocation Power Buffer ETF worth $5M as of Q1 2026.
  • Beacon Pointe Advisors bought 78,246 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2026, an estimated $3.92M.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #474 holding.
  • Beacon Pointe Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.