CAPTRUST Financial Advisors
BUFF icon

CAPTRUST Financial Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

CAPTRUST Financial Advisors’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 		$1.02M Buy
20,585
+1,252
+6% +$62.6K ﹤0.01% 1606
2025
Q4 		$964K Buy
19,333
+995
+5% +$49K ﹤0.01% 1534
2025
Q3 		$896K Buy
18,338
+212
+1% +$10.2K ﹤0.01% 1489
2025
Q2 		$852K Buy
18,126
+2,615
+17% +$117K ﹤0.01% 1440
2025
Q1 		$684K Buy
15,511
+11
+0.1% +$497 ﹤0.01% 1471
2024
Q4 		$696K Buy
15,500
+1,113
+8% +$49.8K ﹤0.01% 1433
2024
Q3 		$635K Sell
14,387
-674
-4% -$29.2K ﹤0.01% 1454
2024
Q2 		$646K Buy
15,061
+175
+1% +$7.35K ﹤0.01% 1381
2024
Q1 		$621K Sell
14,886
-2,113
-12% -$86.3K ﹤0.01% 1373
2023
Q4 		$681K Sell
16,999
-7,001
-29% -$269K ﹤0.01% 1515
2023
Q3 		$900K Sell
24,000
-1,068
-4% -$40.7K ﹤0.01% 1269
2023
Q2 		$950K Buy
+25,068
New +$915K ﹤0.01% 1239

Other funds holding BUFF

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $217M AUM 12.99% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return
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