Guardian Financial Partners’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Guardian Financial Partners’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
2025 Q2	–	Sell	-90,657	Closed	-$4M	–	57
2025 Q1	$4M	Sell	90,657 -3,534	-4%	-$160K	1.91%	18
2024 Q4	$4.23M	Sell	94,191 -1,370	-1%	-$61.3K	2.51%	16
2024 Q3	$4.22M	Sell	95,561 -6,242	-6%	-$270K	2.64%	14
2024 Q2	$4.36M	Sell	101,803 -4,164	-4%	-$175K	2.9%	13
2024 Q1	$4.42M	Buy	105,967 +45,934	+77%	+$1.88M	3.03%	13
2023 Q4	$2.41M	Sell	60,033 -1,766	-3%	-$68K	1.97%	17
2023 Q3	$2.32M	Sell	61,799 -4,165	-6%	-$159K	2.18%	17
2023 Q2	$2.5M	Buy	+65,964	New	+$2.41M	7.27%	5

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 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

Guardian Financial Partners's BUFF Position: Q2 2025 in Review

Guardian Financial Partners sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q2 2025, closing a stake of 90,657 shares — an estimated $4M sold.

Guardian Financial Partners first reported a position in BUFF in Q2 2023 and held it in 8 quarters. The position peaked at $4.42M in Q1 2024. 131 funds tracked by Wall St. Rank hold BUFF as of Q2 2025.

Guardian Financial Partners reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q2 2025 after selling out during the quarter.
Guardian Financial Partners sold 90,657 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2025, an estimated $4M.
Guardian Financial Partners first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2023 and held it in 8 quarters.
Guardian Financial Partners's Innovator Laddered Allocation Power Buffer ETF position peaked at $4.42M in Q1 2024.
131 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2025.

Based on Guardian Financial Partners's 13F filing for Q2 2025, filed 31 Jul 2025.