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

Collaborative Wealth Management's BUFF Position: Q2 2026 in Review

Collaborative Wealth Management increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 5.9% in Q2 2026, buying an estimated $1.16M and bringing the position to 399,153 shares worth $21M. The position accounts for 8.82% of the portfolio, ranked #1.

Collaborative Wealth Management first reported a position in BUFF in Q4 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

• Collaborative Wealth Management held 399,153 shares of Innovator Laddered Allocation Power Buffer ETF worth $21M as of Q2 2026.
• Collaborative Wealth Management bought 22,386 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $1.16M.
• Innovator Laddered Allocation Power Buffer ETF made up 8.82% of Collaborative Wealth Management's portfolio in Q2 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 7 quarters since.
• 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.