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Blue Trust Inc’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Blue Trust Inc’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 		$2.61M Sell
49,472
-4,559
-8% -$236K 0.03% 165
2026
Q1 		$2.67M Sell
54,031
-18,924
-26% -$947K 0.03% 154
2025
Q4 		$3.64M Buy
72,955
+6,512
+10% +$321K 0.04% 124
2025
Q3 		$3.25M Buy
+66,443
New +$3.19M 0.04% 135

Other funds holding BUFF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
Janney Montgomery Scott
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

Blue Trust Inc's BUFF Position: Q2 2026 in Review

Blue Trust Inc reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 8.4% in Q2 2026, selling an estimated $236K and leaving 49,472 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #165.

Blue Trust Inc first reported a position in BUFF in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.64M in Q4 2025. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • Blue Trust Inc held 49,472 shares of Innovator Laddered Allocation Power Buffer ETF worth $2.61M as of Q2 2026.
  • Blue Trust Inc sold 4,559 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $236K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.03% of Blue Trust Inc's portfolio in Q2 2026, its #165 holding.
  • Blue Trust Inc first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2025 and has held it in 4 quarters since.
  • Blue Trust Inc's Innovator Laddered Allocation Power Buffer ETF position peaked at $3.64M in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.