Capital Investment Advisory Services’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Capital Investment Advisory Services’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	$185K	Hold	3,505	–	–	0.01%	718
2026 Q1	$173K	Sell	3,505 -27	-0.8%	-$1.35K	0.01%	657
2025 Q4	$176K	Buy	3,532 +231	+7%	+$11.4K	0.01%	625
2025 Q3	$161K	Sell	3,301 -84	-2%	-$4.03K	0.01%	611
2025 Q2	$159K	Sell	3,385 -2,554	-43%	-$114K	0.01%	587
2025 Q1	$262K	Sell	5,939 -286	-5%	-$12.9K	0.02%	470
2024 Q4	$280K	Hold	6,225	–	–	0.03%	419
2024 Q3	$275K	Hold	6,225	–	–	0.03%	421
2024 Q2	$267K	Hold	6,225	–	–	0.03%	417
2024 Q1	$260K	Hold	6,225	–	–	0.03%	427
2023 Q4	$249K	Hold	6,225	–	–	0.02%	438
2023 Q3	$233K	Buy	+6,225	New	+$237K	0.02%	434

Other funds holding BUFF

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

HIW

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

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

WAP

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

SEP

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Capital Investment Advisory Services's BUFF Position: Q2 2026 in Review

Capital Investment Advisory Services held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q2 2026 at 3,505 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #718.

Capital Investment Advisory Services first reported a position in BUFF in Q3 2023 and has held it in 12 quarters since. The position peaked at $280K in Q4 2024. 45 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Capital Investment Advisory Services held 3,505 shares of Innovator Laddered Allocation Power Buffer ETF worth $185K as of Q2 2026.
Capital Investment Advisory Services 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 Investment Advisory Services's portfolio in Q2 2026, its #718 holding.
Capital Investment Advisory Services first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2023 and has held it in 12 quarters since.
Capital Investment Advisory Services's Innovator Laddered Allocation Power Buffer ETF position peaked at $280K in Q4 2024.
45 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.