Core Wealth Advisors (Florida)’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Core Wealth Advisors (Florida)’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	$5.8M	Buy	110,011 +4,664	+4%	+$242K	1.17%	17
2026 Q1	$5.21M	Buy	105,347 +22,775	+28%	+$1.14M	1.24%	15
2025 Q4	$4.12M	Buy	82,572 +3,868	+5%	+$191K	1.07%	15
2025 Q3	$3.85M	Buy	+78,704	New	+$3.77M	1%	15

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 19.48% 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

Core Wealth Advisors (Florida)'s BUFF Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 4.4% in Q2 2026, buying an estimated $242K and bringing the position to 110,011 shares worth $5.8M. The position accounts for 1.17% of the portfolio, ranked #17.

Core Wealth Advisors (Florida) first reported a position in BUFF in Q3 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Core Wealth Advisors (Florida) held 110,011 shares of Innovator Laddered Allocation Power Buffer ETF worth $5.8M as of Q2 2026.
Core Wealth Advisors (Florida) bought 4,664 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $242K.
Innovator Laddered Allocation Power Buffer ETF made up 1.17% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #17 holding.
Core Wealth Advisors (Florida) first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2025 and has held it in 4 quarters since.
163 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.