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
Q2 		$1.13M Buy
21,493
+908
+4% +$47.1K ﹤0.01% 1680
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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
Janney Montgomery Scott
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

CAPTRUST Financial Advisors's BUFF Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 4.4% in Q2 2026, buying an estimated $47.1K and bringing the position to 21,493 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

CAPTRUST Financial Advisors first reported a position in BUFF in Q2 2023 and has held it in 13 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • CAPTRUST Financial Advisors held 21,493 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.13M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 908 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $47.1K.
  • Innovator Laddered Allocation Power Buffer ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1680 holding.
  • CAPTRUST Financial Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2023 and has held it in 13 quarters since.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.