Capital Advisors Ltd’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Capital Advisors Ltd’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	$15K	Hold	285	–	–	﹤0.01%	754
2026 Q1	$14K	Hold	285	–	–	﹤0.01%	747
2025 Q4	$14K	Hold	285	–	–	﹤0.01%	733
2025 Q3	$14K	Hold	285	–	–	﹤0.01%	721
2025 Q2	$13K	Hold	285	–	–	﹤0.01%	721
2025 Q1	$13K	Hold	285	–	–	﹤0.01%	706
2024 Q4	$13K	Hold	285	–	–	﹤0.01%	715
2024 Q3	$13K	Hold	285	–	–	﹤0.01%	713
2024 Q2	$12K	Hold	285	–	–	﹤0.01%	704
2024 Q1	$12K	Hold	285	–	–	﹤0.01%	677
2023 Q4	$11K	Hold	285	–	–	﹤0.01%	671
2023 Q3	$11K	Hold	285	–	–	﹤0.01%	660
2023 Q2	$11K	Hold	285	–	–	﹤0.01%	677
2023 Q1	$10K	Hold	285	–	–	﹤0.01%	549
2022 Q4	$10K	Hold	285	–	–	﹤0.01%	553
2022 Q3	$9K	Hold	285	–	–	﹤0.01%	546
2022 Q2	$9K	Hold	285	–	–	﹤0.01%	514
2022 Q1	$10K	Hold	285	–	–	﹤0.01%	521
2021 Q4	$10K	Buy	+285	New	+$10.1K	﹤0.01%	519

Other funds holding BUFF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return

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

Capital Advisors Ltd's BUFF Position: Q2 2026 in Review

Capital Advisors Ltd held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q2 2026 at 285 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Capital Advisors Ltd first reported a position in BUFF in Q4 2021 and has held it in 19 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Capital Advisors Ltd held 285 shares of Innovator Laddered Allocation Power Buffer ETF worth $15K as of Q2 2026.
Capital Advisors Ltd left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q2 2026.
Innovator Laddered Allocation Power Buffer ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #754 holding.
Capital Advisors Ltd first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2021 and has held it in 19 quarters since.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.