CTFG
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Capstone Triton Financial Group’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Capstone Triton Financial Group’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
Q1 		$642K Buy
12,936
+6,457
+100% +$323K 1.12% 24
2025
Q4 		$323K Sell
6,479
-263
-4% -$13K 0.21% 77
2025
Q3 		$329K Sell
6,742
-111
-2% -$5.32K 0.22% 79
2025
Q2 		$322K Buy
+6,853
New +$307K 0.23% 78
2024
Q4 		$242K Sell
5,397
-33
-0.6% -$1.48K 0.15% 97
2024
Q3 		$240K Hold
5,430
– – 0.15% 95
2024
Q2 		$233K Buy
5,430
+66
+1% +$2.77K 0.16% 90
2024
Q1 		$224K Sell
5,364
-848
-14% -$34.6K 0.16% 92
2023
Q4 		$249K Buy
6,212
+591
+11% +$22.7K 0.18% 95
2023
Q3 		$211K Sell
5,621
-83
-1% -$3.16K 0.15% 99
2023
Q2 		$216K Buy
+5,704
New +$208K 0.15% 96
2022
Q4 		– Sell
-13,779
Closed -$448K – 103
2022
Q3 		$448K Buy
13,779
+259
+2% +$8.82K 0.38% 69
2022
Q2 		$461K Buy
+13,520
New +$462K 0.35% 72

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GF
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KWM
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PWP
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CWM
Collaborative Wealth Management Lake Mary, Florida $217M AUM 14.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $335M AUM 16.86% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return