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 Q3	$5.23M	Sell	97,149 -4,206	-4%	-$225K	0.09%	97
2026 Q2	$5.34M	Sell	101,355 -8,251	-8%	-$428K	0.09%	92
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

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Forvis Mazars Wealth Advisors's BUFF Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 4.1% in Q3 2026, selling an estimated $225K and leaving 97,149 shares worth $5.23M. The position accounts for 0.09% of the portfolio, ranked #97.

Forvis Mazars Wealth Advisors first reported a position in BUFF in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.71M in Q2 2025. 65 funds tracked by Wall St. Rank hold BUFF as of Q3 2026.

Forvis Mazars Wealth Advisors held 97,149 shares of Innovator Laddered Allocation Power Buffer ETF worth $5.23M as of Q3 2026.
Forvis Mazars Wealth Advisors sold 4,206 Innovator Laddered Allocation Power Buffer ETF shares in Q3 2026, an estimated $225K.
Innovator Laddered Allocation Power Buffer ETF made up 0.09% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #97 holding.
Forvis Mazars Wealth Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2023 and has held it in 13 quarters since.
Forvis Mazars Wealth Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $6.71M in Q2 2025.
65 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.