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

Capital Square’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	–	Sell	-4,852	Closed	-$257K	–	252
2026 Q2	$257K	Hold	4,852	–	–	0.11%	193
2026 Q1	$250K	Sell	4,852 -1,955	-29%	-$97.8K	0.12%	187
2025 Q4	$339K	Sell	6,807 -2,579	-27%	-$127K	0.17%	132
2025 Q3	$459K	Buy	9,386 +618	+7%	+$29.6K	0.23%	101
2025 Q2	$413K	Buy	8,768 +1,074	+14%	+$48.1K	0.22%	112
2025 Q1	$339K	Buy	+7,694	New	+$347K	0.2%	117

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

Capital Square's BUFF Position: Q3 2026 in Review

Capital Square sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q3 2026, closing a stake of 4,852 shares — an estimated $257K sold.

Capital Square first reported a position in BUFF in Q1 2025 and held it in 6 quarters. The position peaked at $459K in Q3 2025. 58 funds tracked by Wall St. Rank hold BUFF as of Q3 2026.

Capital Square reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q3 2026 after selling out during the quarter.
Capital Square sold 4,852 Innovator Laddered Allocation Power Buffer ETF shares in Q3 2026, an estimated $257K.
Capital Square first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2025 and held it in 6 quarters.
Capital Square's Innovator Laddered Allocation Power Buffer ETF position peaked at $459K in Q3 2025.
58 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.