Commonwealth Equity Services’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Commonwealth Equity Services’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	$11.8M	Buy	224,575 +3,145	+1%	+$163K	0.01%	855
2026 Q1	$10.9M	Buy	221,430 +9,340	+4%	+$467K	0.02%	845
2025 Q4	$10.6M	Sell	212,090 -58,391	-22%	-$2.88M	0.01%	867
2025 Q3	$13.2M	Buy	270,481 +40,819	+18%	+$1.96M	0.02%	762
2025 Q2	$10.8M	Sell	229,662 -2,891	-1%	-$129K	0.01%	853
2025 Q1	$10.3M	Sell	232,553 -7,218	-3%	-$326K	0.01%	850
2024 Q4	$10.8M	Buy	239,771 +164	+0.1%	+$7.34K	0.02%	801
2024 Q3	$10.6M	Buy	239,607 +46,743	+24%	+$2.03M	0.02%	799
2024 Q2	$8.27M	Sell	192,864 -80,842	-30%	-$3.4M	0.01%	896
2024 Q1	$11.4M	Buy	273,706 +16,499	+6%	+$674K	0.02%	722
2023 Q4	$10.3M	Buy	257,207 +70,088	+37%	+$2.7M	0.02%	725
2023 Q3	$7.02M	Buy	187,119 +1,417	+0.8%	+$54K	0.01%	849
2023 Q2	$7.04M	Buy	185,702 +16,384	+10%	+$598K	0.01%	858
2023 Q1	$6.08M	Sell	169,318 -6,141	-3%	-$217K	0.01%	915
2022 Q4	$6.04M	Buy	175,459 +125,932	+254%	+$4.29M	0.01%	882
2022 Q3	$1.61M	Buy	49,527 +2,460	+5%	+$83.8K	﹤0.01%	1575
2022 Q2	$1.56M	Buy	47,067 +10,247	+28%	+$350K	﹤0.01%	1582
2022 Q1	$1.32M	Sell	36,820 -3,214	-8%	-$114K	﹤0.01%	1782
2021 Q4	$1.44M	Buy	+40,034	New	+$1.42M	﹤0.01%	1712

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

Commonwealth Equity Services's BUFF Position: Q2 2026 in Review

Commonwealth Equity Services increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 1.4% in Q2 2026, buying an estimated $163K and bringing the position to 224,575 shares worth $11.8M. The position accounts for 0.01% of the portfolio, ranked #855.

Commonwealth Equity Services first reported a position in BUFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.2M in Q3 2025. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Commonwealth Equity Services held 224,575 shares of Innovator Laddered Allocation Power Buffer ETF worth $11.8M as of Q2 2026.
Commonwealth Equity Services bought 3,145 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $163K.
Innovator Laddered Allocation Power Buffer ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #855 holding.
Commonwealth Equity Services first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2021 and has held it in 19 quarters since.
Commonwealth Equity Services's Innovator Laddered Allocation Power Buffer ETF position peaked at $13.2M in Q3 2025.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.