Hazlett, Burt & Watson’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Hazlett, Burt & Watson’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	$1.17M	Sell	21,792 -5,389	-20%	-$288K	0.3%	90
2026 Q2	$1.43M	Sell	27,181 -146	-0.5%	-$7.57K	0.38%	66
2026 Q1	$1.35M	Sell	27,327 -38	-0.1%	-$1.9K	0.42%	56
2025 Q4	$1.36M	Buy	27,365 +1,080	+4%	+$53.2K	0.44%	54
2025 Q3	$1.28M	Sell	26,285 -417	-2%	-$20K	0.45%	54
2025 Q2	$1.26M	Buy	26,702 +25,961	+3,504%	+$1.16M	0.52%	50
2025 Q1	$33K	Sell	741 -24,100	-97%	-$1.09M	0.01%	415
2024 Q4	$1.12M	Buy	24,841 +9,676	+64%	+$433K	0.49%	48
2024 Q3	$668K	Buy	15,165 +2,828	+23%	+$123K	0.31%	70
2024 Q2	$528K	Buy	12,337 +7,117	+136%	+$299K	0.27%	80
2024 Q1	$219K	Buy	5,220 +1,672	+47%	+$68.3K	0.13%	158
2023 Q4	$143K	Hold	3,548	–	–	0.1%	190
2023 Q3	$134K	Buy	3,548 +3,148	+787%	+$120K	0.1%	184
2023 Q2	$15K	Buy	+400	New	+$14.6K	0.01%	437

Other funds holding BUFF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Collaborative Wealth Management Lake Mary, Florida $238M AUM 10.68% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Hazlett, Burt & Watson's BUFF Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 20% in Q3 2026, selling an estimated $288K and leaving 21,792 shares worth $1.17M. The position accounts for 0.3% of the portfolio, ranked #90.

Hazlett, Burt & Watson first reported a position in BUFF in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.43M in Q2 2026. 94 funds tracked by Wall St. Rank hold BUFF as of Q3 2026.

Hazlett, Burt & Watson held 21,792 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.17M as of Q3 2026.
Hazlett, Burt & Watson sold 5,389 Innovator Laddered Allocation Power Buffer ETF shares in Q3 2026, an estimated $288K.
Innovator Laddered Allocation Power Buffer ETF made up 0.3% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #90 holding.
Hazlett, Burt & Watson first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2023 and has held it in 14 quarters since.
Hazlett, Burt & Watson's Innovator Laddered Allocation Power Buffer ETF position peaked at $1.43M in Q2 2026.
94 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.