HBW
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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
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 		$1.11M 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
Janney Montgomery Scott
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

Hazlett, Burt & Watson's BUFF Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 0.53% in Q2 2026, selling an estimated $7.57K and leaving 27,181 shares worth $1.43M. The position accounts for 0.38% of the portfolio, ranked #66.

Hazlett, Burt & Watson first reported a position in BUFF in Q2 2023 and has held it in 13 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • Hazlett, Burt & Watson held 27,181 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.43M as of Q2 2026.
  • Hazlett, Burt & Watson sold 146 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $7.57K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.38% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #66 holding.
  • Hazlett, Burt & Watson first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2023 and has held it in 13 quarters since.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.