CW
BUFF icon

Channel Wealth’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Channel Wealth’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 		$287K Sell
5,800
-200
-3% -$10K 0.07% 140
2025
Q4 		$299K Sell
6,000
-1,440
-19% -$71K 0.08% 132
2025
Q3 		$363K Sell
7,440
-35,514
-83% -$1.7M 0.1% 120
2025
Q2 		$2.02M Sell
42,954
-53,296
-55% -$2.39M 0.57% 50
2025
Q1 		$4.24M Buy
96,250
+1,594
+2% +$71.9K 1.32% 22
2024
Q4 		$4.25M Buy
94,656
+19,431
+26% +$869K 1.38% 21
2024
Q3 		$3.32M Buy
+75,225
New +$3.26M 1.09% 29

Other funds holding BUFF

LPL Financial
LPL Financial San Diego, California $377B 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 $7.33B 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 $218M 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