DI
BUFF icon

Diligent Investors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Diligent Investors’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 		$2.05M Sell
41,518
-77
-0.2% -$3.85K 0.51% 46
2025
Q4 		$2.07M Sell
41,595
-115
-0.3% -$5.67K 0.51% 44
2025
Q3 		$2.04M Sell
41,710
-1,185
-3% -$56.8K 0.52% 47
2025
Q2 		$2.02M Buy
42,895
+5
+0% +$224 0.48% 52
2025
Q1 		$1.89M Sell
42,890
-570
-1% -$25.7K 0.46% 47
2024
Q4 		$1.95M Sell
43,460
-99
-0.2% -$4.43K 0.45% 47
2024
Q3 		$1.92M Hold
43,559
– – 0.45% 51
2024
Q2 		$1.87M Buy
43,559
+2,495
+6% +$105K 0.46% 46
2024
Q1 		$1.71M Buy
41,064
+25,294
+160% +$1.03M 0.43% 58
2023
Q4 		$632K Buy
+15,770
New +$607K 0.17% 146

Other funds holding BUFF

LPL Financial
LPL Financial San Diego, California $376B 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 $7.32B 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 $217M 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 $335M AUM 16.86% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return