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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
Q2 		$332K Hold
6,306
– – 0.1% 159
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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
Janney Montgomery Scott
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

DHJJ Financial Advisors's BUFF Position: Q2 2026 in Review

DHJJ Financial Advisors held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q2 2026 at 6,306 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #159.

DHJJ Financial Advisors first reported a position in BUFF in Q1 2022 and has held it in 18 quarters since. The position peaked at $338K in Q2 2022. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • DHJJ Financial Advisors held 6,306 shares of Innovator Laddered Allocation Power Buffer ETF worth $332K as of Q2 2026.
  • DHJJ Financial Advisors left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q2 2026.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.1% of DHJJ Financial Advisors's portfolio in Q2 2026, its #159 holding.
  • DHJJ Financial Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2022 and has held it in 18 quarters since.
  • DHJJ Financial Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $338K in Q2 2022.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.