Harvest Investment Services’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Harvest Investment Services’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	$363K	Hold	6,900	–	–	0.06%	276
2026 Q1	$341K	Hold	6,900	–	–	0.06%	251
2025 Q4	$344K	Hold	6,900	–	–	0.06%	248
2025 Q3	$337K	Hold	6,900	–	–	0.07%	239
2025 Q2	$324K	Hold	6,900	–	–	0.07%	244
2025 Q1	$304K	Sell	6,900 -100	-1%	-$4.51K	0.08%	206
2024 Q4	$314K	Hold	7,000	–	–	0.08%	209
2024 Q3	$309K	Buy	+7,000	New	+$303K	0.1%	176

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

Harvest Investment Services's BUFF Position: Q2 2026 in Review

Harvest Investment Services held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q2 2026 at 6,900 shares worth $363K. The position accounts for 0.06% of the portfolio, ranked #276.

Harvest Investment Services first reported a position in BUFF in Q3 2024 and has held it in 8 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Harvest Investment Services held 6,900 shares of Innovator Laddered Allocation Power Buffer ETF worth $363K as of Q2 2026.
Harvest Investment Services left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q2 2026.
Innovator Laddered Allocation Power Buffer ETF made up 0.06% of Harvest Investment Services's portfolio in Q2 2026, its #276 holding.
Harvest Investment Services first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2024 and has held it in 8 quarters since.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.