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 Q3	$2.55M	Sell	47,374 -2,098	-4%	-$112K	0.03%	170
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

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Blue Trust Inc's BUFF Position: Q3 2026 in Review

Blue Trust Inc reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 4.2% in Q3 2026, selling an estimated $112K and leaving 47,374 shares worth $2.55M. The position accounts for 0.03% of the portfolio, ranked #170.

Blue Trust Inc first reported a position in BUFF in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.64M in Q4 2025. 48 funds tracked by Wall St. Rank hold BUFF as of Q3 2026.

Blue Trust Inc held 47,374 shares of Innovator Laddered Allocation Power Buffer ETF worth $2.55M as of Q3 2026.
Blue Trust Inc sold 2,098 Innovator Laddered Allocation Power Buffer ETF shares in Q3 2026, an estimated $112K.
Innovator Laddered Allocation Power Buffer ETF made up 0.03% of Blue Trust Inc's portfolio in Q3 2026, its #170 holding.
Blue Trust Inc first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2025 and has held it in 5 quarters since.
Blue Trust Inc's Innovator Laddered Allocation Power Buffer ETF position peaked at $3.64M in Q4 2025.
48 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.