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 Q2	$452K	Buy	8,587 +191	+2%	+$9.9K	0.07%	130
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 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

Bellwether Advisors's BUFF Position: Q2 2026 in Review

Bellwether Advisors increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 2.3% in Q2 2026, buying an estimated $9.9K and bringing the position to 8,587 shares worth $452K. The position accounts for 0.07% of the portfolio, ranked #130.

Bellwether Advisors first reported a position in BUFF in Q1 2023 and has held it in 14 quarters since. The position peaked at $476K in Q4 2024. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Bellwether Advisors held 8,587 shares of Innovator Laddered Allocation Power Buffer ETF worth $452K as of Q2 2026.
Bellwether Advisors bought 191 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $9.9K.
Innovator Laddered Allocation Power Buffer ETF made up 0.07% of Bellwether Advisors's portfolio in Q2 2026, its #130 holding.
Bellwether Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2023 and has held it in 14 quarters since.
Bellwether Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $476K in Q4 2024.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.