CW
BUFF icon

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

CreativeOne Wealth’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 		$3.42M Sell
69,290
-3,333
-5% -$167K 0.08% 244
2025
Q4 		$3.62M Sell
72,623
-877
-1% -$43.2K 0.09% 212
2025
Q3 		$3.59M Buy
73,500
+5,885
+9% +$282K 0.09% 209
2025
Q2 		$3.18M Buy
67,615
+5,571
+9% +$249K 0.08% 227
2025
Q1 		$2.74M Buy
62,044
+9,780
+19% +$441K 0.08% 237
2024
Q4 		$2.35M Buy
52,264
+11,142
+27% +$498K 0.07% 254
2024
Q3 		$1.81M Buy
+41,122
New +$1.78M 0.06% 291

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
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 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