Holos Integrated Wealth’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Holos Integrated Wealth’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	$18.3M	Buy	347,147 +22,016	+7%	+$1.14M	8.55%	2
2026 Q1	$16.2M	Buy	325,131 +697	+0.2%	+$34.9K	8.19%	2
2025 Q4	$16.2M	Buy	324,434 +9,414	+3%	+$464K	9.05%	2
2025 Q3	$15.3M	Buy	315,020 +6,456	+2%	+$310K	8.99%	2
2025 Q2	$14.8M	Buy	308,564 +16,871	+6%	+$755K	8.88%	2
2025 Q1	$12.9M	Buy	291,693 +14,551	+5%	+$657K	8.43%	3
2024 Q4	$12.4M	Buy	+277,142	New	+$12.4M	8.51%	3

Other funds holding BUFF

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return