Forvis Mazars Wealth Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Forvis Mazars Wealth 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	$5.42M	Sell	109,606 -13,465	-11%	-$674K	0.1%	90
2025 Q4	$6.14M	Sell	123,071 -10,561	-8%	-$521K	0.12%	84
2025 Q3	$6.53M	Sell	133,632 -9,083	-6%	-$435K	0.13%	79
2025 Q2	$6.71M	Buy	142,715 +45,072	+46%	+$2.02M	0.14%	78
2025 Q1	$4.31M	Sell	97,643 -25,658	-21%	-$1.16M	0.1%	95
2024 Q4	$5.54M	Sell	123,301 -14,620	-11%	-$654K	0.13%	83
2024 Q3	$6.09M	Buy	137,921 +9,808	+8%	+$425K	0.14%	83
2024 Q2	$5.49M	Buy	128,113 +33,323	+35%	+$1.4M	0.14%	84
2024 Q1	$3.96M	Buy	94,790 +31,620	+50%	+$1.29M	0.1%	106
2023 Q4	$2.53M	Buy	63,170 +48,406	+328%	+$1.86M	0.07%	135
2023 Q3	$554K	Buy	+14,764	New	+$563K	0.02%	259

Other funds holding BUFF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's BUFF Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 11% in Q1 2026, selling an estimated $674K and leaving 109,606 shares worth $5.42M. The position accounts for 0.1% of the portfolio, ranked #90.

Forvis Mazars Wealth Advisors first reported a position in BUFF in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.71M in Q2 2025. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

Forvis Mazars Wealth Advisors held 109,606 shares of Innovator Laddered Allocation Power Buffer ETF worth $5.42M as of Q1 2026.
Forvis Mazars Wealth Advisors sold 13,465 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2026, an estimated $674K.
Innovator Laddered Allocation Power Buffer ETF made up 0.1% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #90 holding.
Forvis Mazars Wealth Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2023 and has held it in 11 quarters since.
Forvis Mazars Wealth Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $6.71M in Q2 2025.
151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.