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

Golden State 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 Q2	$29.2K	Hold	555	–	–	﹤0.01%	868
2026 Q1	$27.4K	Hold	555	–	–	﹤0.01%	840
2025 Q4	$27.7K	Hold	555	–	–	﹤0.01%	843
2025 Q3	$27.1K	Hold	555	–	–	﹤0.01%	840
2025 Q2	$26.1K	Hold	555	–	–	﹤0.01%	811
2025 Q1	$24.5K	Hold	555	–	–	﹤0.01%	756
2024 Q4	$24.9K	Buy	+555	New	+$24.8K	﹤0.01%	716

Other funds holding BUFF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Golden State Wealth Management's BUFF Position: Q2 2026 in Review

Golden State Wealth Management held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q2 2026 at 555 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Golden State Wealth Management first reported a position in BUFF in Q4 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Golden State Wealth Management held 555 shares of Innovator Laddered Allocation Power Buffer ETF worth $29.2K as of Q2 2026.
Golden State Wealth Management left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q2 2026.
Innovator Laddered Allocation Power Buffer ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #868 holding.
Golden State Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2024 and has held it in 7 quarters since.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.