Blue Bell Private Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Blue Bell Private 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 Q1	$81.5K	Hold	1,649	–	–	0.01%	362
2025 Q4	$82.2K	Hold	1,649	–	–	0.01%	359
2025 Q3	$80.6K	Buy	1,649 +829	+101%	+$39.7K	0.01%	344
2025 Q2	$38.5K	Hold	820	–	–	0.01%	410
2025 Q1	$36.2K	Buy	820 +100	+14%	+$4.51K	0.01%	410
2024 Q4	$32.3K	Hold	720	–	–	0.01%	406
2024 Q3	$31.8K	Hold	720	–	–	0.01%	417
2024 Q2	$30.9K	Hold	720	–	–	0.01%	412
2024 Q1	$30.1K	Hold	720	–	–	0.01%	413
2023 Q4	$28.9K	Buy	720 +400	+125%	+$15.4K	0.01%	387
2023 Q3	$12K	Hold	320	–	–	﹤0.01%	405
2023 Q2	$12.1K	Hold	320	–	–	﹤0.01%	395
2023 Q1	$11.5K	Buy	320 +220	+220%	+$7.76K	﹤0.01%	362
2022 Q4	$3.44K	Hold	100	–	–	﹤0.01%	517
2022 Q3	$3K	Buy	+100	New	+$3.41K	﹤0.01%	541

Other funds holding BUFF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Blue Bell Private Wealth Management's BUFF Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q1 2026 at 1,649 shares worth $81.5K. The position accounts for 0.01% of the portfolio, ranked #362.

Blue Bell Private Wealth Management first reported a position in BUFF in Q3 2022 and has held it in 15 quarters since. The position peaked at $82.2K in Q4 2025. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

Blue Bell Private Wealth Management held 1,649 shares of Innovator Laddered Allocation Power Buffer ETF worth $81.5K as of Q1 2026.
Blue Bell Private Wealth Management left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q1 2026.
Innovator Laddered Allocation Power Buffer ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #362 holding.
Blue Bell Private Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2022 and has held it in 15 quarters since.
Blue Bell Private Wealth Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $82.2K in Q4 2025.
151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.