BWM
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Benson Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Benson Wealth Management’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 		$123K Sell
2,339
-1,249
-35% -$64.7K 0.12% 69
2026
Q1 		$177K Buy
+3,588
New +$180K 0.24% 51

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Osaic Holdings
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KWM
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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 19.48% 1-Year Est. Return
Janney Montgomery Scott
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HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Benson Wealth Management's BUFF Position: Q2 2026 in Review

Benson Wealth Management reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 35% in Q2 2026, selling an estimated $64.7K and leaving 2,339 shares worth $123K. The position accounts for 0.12% of the portfolio, ranked #69.

Benson Wealth Management first reported a position in BUFF in Q1 2026 and has held it in 2 quarters since. The position peaked at $177K in Q1 2026. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • Benson Wealth Management held 2,339 shares of Innovator Laddered Allocation Power Buffer ETF worth $123K as of Q2 2026.
  • Benson Wealth Management sold 1,249 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $64.7K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.12% of Benson Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Benson Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • Benson Wealth Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $177K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.