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

Concurrent Investment 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	$1.89M	Buy	35,894 +2,104	+6%	+$109K	0.02%	738
2026 Q1	$1.67M	Sell	33,790 -30,931	-48%	-$1.55M	0.02%	680
2025 Q4	$3.23M	Buy	64,721 +31,887	+97%	+$1.57M	0.04%	433
2025 Q3	$1.6M	Buy	32,834 +20,235	+161%	+$970K	0.03%	519
2025 Q2	$592K	Buy	+12,599	New	+$564K	0.01%	783

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

Concurrent Investment Advisors's BUFF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 6.2% in Q2 2026, buying an estimated $109K and bringing the position to 35,894 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #738.

Concurrent Investment Advisors first reported a position in BUFF in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.23M in Q4 2025. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Concurrent Investment Advisors held 35,894 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.89M as of Q2 2026.
Concurrent Investment Advisors bought 2,104 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $109K.
Innovator Laddered Allocation Power Buffer ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #738 holding.
Concurrent Investment Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2025 and has held it in 5 quarters since.
Concurrent Investment Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $3.23M in Q4 2025.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.