Bedel Financial Consulting’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Bedel Financial Consulting’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	$484K	Buy	9,184 +4,342	+90%	+$225K	0.05%	179
2026 Q1	$239K	Sell	4,842 -41	-0.8%	-$2.05K	0.03%	267
2025 Q4	$243K	Hold	4,883	–	–	0.03%	247
2025 Q3	$239K	Buy	4,883 +315	+7%	+$15.1K	0.03%	247
2025 Q2	$215K	Sell	4,568 -1,144	-20%	-$51.2K	0.03%	255
2025 Q1	$252K	Buy	5,712 +463	+9%	+$20.9K	0.04%	227
2024 Q4	$240K	Buy	+5,249	New	+$235K	0.03%	232

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

Bedel Financial Consulting's BUFF Position: Q2 2026 in Review

Bedel Financial Consulting increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 90% in Q2 2026, buying an estimated $225K and bringing the position to 9,184 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #179.

Bedel Financial Consulting first reported a position in BUFF in Q4 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Bedel Financial Consulting held 9,184 shares of Innovator Laddered Allocation Power Buffer ETF worth $484K as of Q2 2026.
Bedel Financial Consulting bought 4,342 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $225K.
Innovator Laddered Allocation Power Buffer ETF made up 0.05% of Bedel Financial Consulting's portfolio in Q2 2026, its #179 holding.
Bedel Financial Consulting first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2024 and has held it in 7 quarters since.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.