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

Diversify Wealth Management’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 		$1.61M Sell
31,298
-1,039
-3% -$52K 0.03% 440
2025
Q4 		$1.63M Buy
32,337
+250
+0.8% +$12.3K 0.08% 240
2025
Q3 		$1.58M Sell
32,087
-1,161
-3% -$55.7K 0.09% 208
2025
Q2 		$1.6M Buy
33,248
+3,545
+12% +$159K 0.1% 202
2025
Q1 		$1.3M Buy
29,703
+1,365
+5% +$61.6K 0.1% 209
2024
Q4 		$1.27M Sell
28,338
-150
-0.5% -$6.71K 0.1% 185
2024
Q3 		$1.26M Buy
+28,488
New +$1.23M 0.12% 175

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

Diversify Wealth Management's BUFF Position: Q1 2026 in Review

Diversify Wealth Management reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 3.2% in Q1 2026, selling an estimated $52K and leaving 31,298 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #440.

Diversify Wealth Management first reported a position in BUFF in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2025. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

  • Diversify Wealth Management held 31,298 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.61M as of Q1 2026.
  • Diversify Wealth Management sold 1,039 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2026, an estimated $52K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #440 holding.
  • Diversify Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2024 and has held it in 7 quarters since.
  • Diversify Wealth Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $1.63M in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.