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

Bellwether 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 		$415K Hold
8,396
– – 0.07% 117
2025
Q4 		$419K Hold
8,396
– – 0.07% 90
2025
Q3 		$410K Hold
8,396
– – 0.07% 101
2025
Q2 		$395K Sell
8,396
-2,200
-21% -$98.5K 0.07% 89
2025
Q1 		$467K Hold
10,596
– – 0.1% 88
2024
Q4 		$476K Buy
10,596
+2,200
+26% +$98.4K 0.09% 92
2024
Q3 		$370K Hold
8,396
– – 0.07% 92
2024
Q2 		$360K Hold
8,396
– – 0.08% 95
2024
Q1 		$350K Buy
8,396
+2,396
+40% +$97.9K 0.08% 101
2023
Q4 		$240K Hold
6,000
– – 0.06% 106
2023
Q3 		$225K Hold
6,000
– – 0.06% 105
2023
Q2 		$227K Hold
6,000
– – 0.07% 82
2023
Q1 		$216K Buy
+6,000
New +$212K 0.06% 122

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

Bellwether Advisors's BUFF Position: Q1 2026 in Review

Bellwether Advisors held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q1 2026 at 8,396 shares worth $415K. The position accounts for 0.07% of the portfolio, ranked #117.

Bellwether Advisors first reported a position in BUFF in Q1 2023 and has held it in 13 quarters since. The position peaked at $476K in Q4 2024. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

  • Bellwether Advisors held 8,396 shares of Innovator Laddered Allocation Power Buffer ETF worth $415K as of Q1 2026.
  • Bellwether Advisors left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q1 2026.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.07% of Bellwether Advisors's portfolio in Q1 2026, its #117 holding.
  • Bellwether Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2023 and has held it in 13 quarters since.
  • Bellwether Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $476K in Q4 2024.
  • 151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.