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DHJJ Financial Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

DHJJ Financial 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
Q1 		$312K Sell
6,306
-8
-0.1% -$400 0.1% 150
2025
Q4 		$315K Sell
6,314
-485
-7% -$23.9K 0.1% 144
2025
Q3 		$332K Hold
6,799
– – 0.11% 132
2025
Q2 		$320K Sell
6,799
-516
-7% -$23.1K 0.12% 130
2025
Q1 		$323K Hold
7,315
– – 0.13% 123
2024
Q4 		$329K Buy
7,315
+969
+15% +$43.4K 0.13% 124
2024
Q3 		$280K Buy
6,346
+190
+3% +$8.23K 0.11% 127
2024
Q2 		$264K Sell
6,156
-206
-3% -$8.66K 0.11% 127
2024
Q1 		$266K Sell
6,362
-1,220
-16% -$49.8K 0.12% 121
2023
Q4 		$304K Sell
7,582
-325
-4% -$12.5K 0.14% 107
2023
Q3 		$297K Sell
7,907
-305
-4% -$11.6K 0.15% 102
2023
Q2 		$311K Sell
8,212
-375
-4% -$13.7K 0.16% 108
2023
Q1 		$308K Sell
8,587
-1,034
-11% -$36.5K 0.17% 108
2022
Q4 		$331K Sell
9,621
-605
-6% -$20.6K 0.19% 102
2022
Q3 		$332K Hold
10,226
– – 0.19% 96
2022
Q2 		$338K Buy
10,226
+2,120
+26% +$72.5K 0.19% 97
2022
Q1 		$316K Buy
+8,106
New +$287K 0.15% 107

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

DHJJ Financial Advisors's BUFF Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 0.13% in Q1 2026, selling an estimated $400 and leaving 6,306 shares worth $312K. The position accounts for 0.1% of the portfolio, ranked #150.

DHJJ Financial Advisors first reported a position in BUFF in Q1 2022 and has held it in 17 quarters since. The position peaked at $338K in Q2 2022. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

  • DHJJ Financial Advisors held 6,306 shares of Innovator Laddered Allocation Power Buffer ETF worth $312K as of Q1 2026.
  • DHJJ Financial Advisors sold 8 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2026, an estimated $400.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.1% of DHJJ Financial Advisors's portfolio in Q1 2026, its #150 holding.
  • DHJJ Financial Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2022 and has held it in 17 quarters since.
  • DHJJ Financial Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $338K in Q2 2022.
  • 151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.