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

Buska 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	$10.4M	Buy	196,837 +5,957	+3%	+$309K	3.74%	7
2026 Q1	$9.43M	Buy	190,880 +16,392	+9%	+$820K	3.79%	7
2025 Q4	$8.7M	Sell	174,488 -28,210	-14%	-$1.39M	3.21%	6
2025 Q3	$9.9M	Sell	202,698 -29,140	-13%	-$1.4M	2.97%	6
2025 Q2	$10.9M	Buy	231,838 +123,520	+114%	+$5.53M	2.98%	8
2025 Q1	$4.78M	Sell	108,318 -1,089	-1%	-$49.2K	1.5%	19
2024 Q4	$4.91M	Sell	109,407 -12,016	-10%	-$538K	1.57%	18
2024 Q3	$5.36M	Sell	121,423 -1,216	-1%	-$52.7K	1.87%	15
2024 Q2	$5.26M	Sell	122,639 -22,405	-15%	-$942K	2.1%	13
2024 Q1	$6.05M	Buy	+145,044	New	+$5.92M	2.65%	9

Other funds holding BUFF

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return