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 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 $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

GGM Financials Columbus, Ohio $217M AUM 12.99% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return

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

LifeWealth Investments Winter Garden, Florida $335M AUM 16.86% 1-Year Est. Return

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