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

Clearstead 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	$113K	Sell	2,145 -1,159	-35%	-$60.1K	﹤0.01%	1250
2026 Q1	$163K	Buy	+3,304	New	+$165K	﹤0.01%	1028
2023 Q1	–	Sell	-87	Closed	-$2.99K	–	1373
2022 Q4	$2.99K	Sell	87 -246	-74%	-$8.39K	﹤0.01%	1045
2022 Q3	$11K	Sell	333 -90	-21%	-$3.06K	﹤0.01%	869
2022 Q2	$14K	Hold	423	–	–	﹤0.01%	865
2022 Q1	$15K	Sell	423 -396	-48%	-$14K	﹤0.01%	915
2021 Q4	$29K	Buy	+819	New	+$29.1K	﹤0.01%	741

Other funds holding BUFF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return

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

Clearstead Advisors's BUFF Position: Q2 2026 in Review

Clearstead Advisors reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 35% in Q2 2026, selling an estimated $60.1K and leaving 2,145 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Clearstead Advisors first reported a position in BUFF in Q4 2021 and has held it in 7 quarters since. The position peaked at $163K in Q1 2026. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Clearstead Advisors held 2,145 shares of Innovator Laddered Allocation Power Buffer ETF worth $113K as of Q2 2026.
Clearstead Advisors sold 1,159 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $60.1K.
Innovator Laddered Allocation Power Buffer ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1250 holding.
Clearstead Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2021 and has held it in 7 quarters since.
Clearstead Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $163K in Q1 2026.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.