CWMK
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Caliber Wealth Management (Kansas)’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Caliber Wealth Management (Kansas)’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 		$6.43M Buy
121,964
+7,615
+7% +$395K 0.62% 29
2026
Q1 		$5.65M Buy
114,349
+104,226
+1,030% +$5.22M 0.62% 31
2025
Q4 		$505K Buy
10,123
+1,603
+19% +$79K 0.05% 170
2025
Q3 		$416K Sell
8,520
-1,727
-17% -$82.8K 0.05% 184
2025
Q2 		$482K Buy
+10,247
New +$459K 0.05% 185

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

Caliber Wealth Management (Kansas)'s BUFF Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 6.7% in Q2 2026, buying an estimated $395K and bringing the position to 121,964 shares worth $6.43M. The position accounts for 0.62% of the portfolio, ranked #29.

Caliber Wealth Management (Kansas) first reported a position in BUFF in Q2 2025 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 121,964 shares of Innovator Laddered Allocation Power Buffer ETF worth $6.43M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 7,615 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $395K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.62% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #29 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2025 and has held it in 5 quarters since.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.