Envestnet Asset Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Envestnet Asset 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 Q2	$61.9M	Buy	1,175,856 +23,914	+2%	+$1.24M	0.01%	776
2026 Q1	$56.9M	Buy	1,151,942 +590,151	+105%	+$29.5M	0.02%	743
2025 Q4	$28M	Sell	561,791 -728,742	-56%	-$35.9M	0.01%	1030
2025 Q3	$63M	Buy	1,290,533 +241,759	+23%	+$11.6M	0.02%	674
2025 Q2	$49.3M	Sell	1,048,774 -19,738	-2%	-$884K	0.01%	755
2025 Q1	$47.1M	Buy	1,068,512 +40,200	+4%	+$1.81M	0.02%	740
2024 Q4	$46.2M	Sell	1,028,312 -4,539	-0.4%	-$203K	0.01%	755
2024 Q3	$45.6M	Buy	1,032,851 +33,408	+3%	+$1.45M	0.01%	765
2024 Q2	$42.8M	Buy	999,443 +70,592	+8%	+$2.97M	0.01%	737
2024 Q1	$38.8M	Buy	928,851 +158,639	+21%	+$6.48M	0.01%	775
2023 Q4	$30.9M	Buy	770,212 +201,322	+35%	+$7.75M	0.01%	816
2023 Q3	$21.3M	Buy	568,890 +63,176	+12%	+$2.41M	0.01%	940
2023 Q2	$19.2M	Sell	505,714 -7,186	-1%	-$262K	0.01%	946
2023 Q1	$18.4M	Buy	512,900 +436,695	+573%	+$15.4M	0.01%	929
2022 Q4	$2.62M	Buy	76,205 +8,069	+12%	+$275K	﹤0.01%	1992
2022 Q3	$2.21M	Buy	68,136 +5,939	+10%	+$202K	﹤0.01%	2022
2022 Q2	$2.06M	Buy	62,197 +34,576	+125%	+$1.18M	﹤0.01%	2090
2022 Q1	$990K	Buy	27,621 +14,829	+116%	+$524K	﹤0.01%	2675
2021 Q4	$461K	Buy	+12,792	New	+$455K	﹤0.01%	3121

Other funds holding BUFF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management's BUFF Position: Q2 2026 in Review

Envestnet Asset Management increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 2.1% in Q2 2026, buying an estimated $1.24M and bringing the position to 1,175,856 shares worth $61.9M. The position accounts for 0.01% of the portfolio, ranked #776.

Envestnet Asset Management first reported a position in BUFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $63M in Q3 2025. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Envestnet Asset Management held 1,175,856 shares of Innovator Laddered Allocation Power Buffer ETF worth $61.9M as of Q2 2026.
Envestnet Asset Management bought 23,914 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $1.24M.
Innovator Laddered Allocation Power Buffer ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #776 holding.
Envestnet Asset Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2021 and has held it in 19 quarters since.
Envestnet Asset Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $63M in Q3 2025.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.