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 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	$1.11M	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 $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GGM Financials Columbus, Ohio $217M AUM 12.99% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Hazlett, Burt & Watson's BUFF Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 0.14% in Q1 2026, selling an estimated $1.9K and leaving 27,327 shares worth $1.35M. The position accounts for 0.42% of the portfolio, ranked #56.

Hazlett, Burt & Watson first reported a position in BUFF in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.36M in Q4 2025. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

Hazlett, Burt & Watson held 27,327 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.35M as of Q1 2026.
Hazlett, Burt & Watson sold 38 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2026, an estimated $1.9K.
Innovator Laddered Allocation Power Buffer ETF made up 0.42% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #56 holding.
Hazlett, Burt & Watson first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2023 and has held it in 12 quarters since.
Hazlett, Burt & Watson's Innovator Laddered Allocation Power Buffer ETF position peaked at $1.36M in Q4 2025.
151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.