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

Bernard 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	$241K	Buy	4,572 +1,999	+78%	+$104K	0.09%	63
2026 Q1	$127K	Buy	+2,573	New	+$129K	0.05%	83

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

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

Bernard Wealth Management increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 78% in Q2 2026, buying an estimated $104K and bringing the position to 4,572 shares worth $241K. The position accounts for 0.09% of the portfolio, ranked #63.

Bernard Wealth Management first reported a position in BUFF in Q1 2026 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Bernard Wealth Management held 4,572 shares of Innovator Laddered Allocation Power Buffer ETF worth $241K as of Q2 2026.
Bernard Wealth Management bought 1,999 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $104K.
Innovator Laddered Allocation Power Buffer ETF made up 0.09% of Bernard Wealth Management's portfolio in Q2 2026, its #63 holding.
Bernard Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2026 and has held it in 2 quarters since.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.