Cheviot Value Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Cheviot Value Management’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	$12.1K	Hold	244	–	–	﹤0.01%	280
2025 Q4	$12.3K	Hold	244	–	–	﹤0.01%	282
2025 Q3	$12K	Hold	244	–	–	﹤0.01%	297
2025 Q2	$11.7K	Hold	244	–	–	﹤0.01%	276
2025 Q1	$10.8K	Buy	+244	New	+$11K	﹤0.01%	275

Other funds holding BUFF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Cheviot Value Management's BUFF Position: Q1 2026 in Review

Cheviot Value Management held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q1 2026 at 244 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Cheviot Value Management first reported a position in BUFF in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.3K in Q4 2025. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

Cheviot Value Management held 244 shares of Innovator Laddered Allocation Power Buffer ETF worth $12.1K as of Q1 2026.
Cheviot Value Management left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q1 2026.
Innovator Laddered Allocation Power Buffer ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q1 2026, its #280 holding.
Cheviot Value Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2025 and has held it in 5 quarters since.
Cheviot Value Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $12.3K in Q4 2025.
151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.