IWM
BUFF icon

IMG Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

IMG Wealth Management’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 		$344K Hold
6,953
– – 0.22% 58
2025
Q4 		$347K Hold
6,953
– – 0.22% 61
2025
Q3 		$340K Hold
6,953
– – 0.23% 52
2025
Q2 		$327K Hold
6,953
– – 0.25% 52
2025
Q1 		$307K Hold
6,953
– – 0.28% 46
2024
Q4 		$312K Buy
+6,953
New +$311K 0.29% 45

Other funds holding BUFF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GF
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LI
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

IMG Wealth Management's BUFF Position: Q1 2026 in Review

IMG Wealth Management held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q1 2026 at 6,953 shares worth $344K. The position accounts for 0.22% of the portfolio, ranked #58.

IMG Wealth Management first reported a position in BUFF in Q4 2024 and has held it in 6 quarters since. The position peaked at $347K in Q4 2025. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

  • IMG Wealth Management held 6,953 shares of Innovator Laddered Allocation Power Buffer ETF worth $344K as of Q1 2026.
  • IMG Wealth Management left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q1 2026.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.22% of IMG Wealth Management's portfolio in Q1 2026, its #58 holding.
  • IMG Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $347K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.