CWM
BUFF icon

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

Collaborative Wealth 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 		$18.6M Buy
376,767
+349,076
+1,261% +$17.5M 8.55% 1
2025
Q4 		$1.38M Sell
27,691
-587
-2% -$28.9K 0.49% 46
2025
Q3 		$1.38M Sell
28,278
-649
-2% -$31.1K 0.56% 41
2025
Q2 		$1.36M Buy
28,927
+2,304
+9% +$103K 0.59% 38
2025
Q1 		$1.17M Buy
26,623
+15,203
+133% +$686K 0.55% 41
2024
Q4 		$513K Buy
+11,420
New +$511K 0.23% 91

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LI
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Collaborative Wealth Management's BUFF Position: Q1 2026 in Review

Collaborative Wealth Management increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 1,261% in Q1 2026, buying an estimated $17.5M and bringing the position to 376,767 shares worth $18.6M. The position accounts for 8.55% of the portfolio, ranked #1.

Collaborative Wealth Management first reported a position in BUFF in Q4 2024 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

  • Collaborative Wealth Management held 376,767 shares of Innovator Laddered Allocation Power Buffer ETF worth $18.6M as of Q1 2026.
  • Collaborative Wealth Management bought 349,076 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2026, an estimated $17.5M.
  • Innovator Laddered Allocation Power Buffer ETF made up 8.55% of Collaborative Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Collaborative Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2024 and has held it in 6 quarters since.
  • 151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.