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 Q3	$187K	Sell	3,476 -3,477	-50%	-$186K	0.1%	116
2026 Q2	$366K	Hold	6,953	–	–	0.2%	63
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

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

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

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

IMG Wealth Management's BUFF Position: Q3 2026 in Review

IMG Wealth Management reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 50% in Q3 2026, selling an estimated $186K and leaving 3,476 shares worth $187K. The position accounts for 0.1% of the portfolio, ranked #116.

IMG Wealth Management first reported a position in BUFF in Q4 2024 and has held it in 8 quarters since. The position peaked at $366K in Q2 2026. 65 funds tracked by Wall St. Rank hold BUFF as of Q3 2026.

IMG Wealth Management held 3,476 shares of Innovator Laddered Allocation Power Buffer ETF worth $187K as of Q3 2026.
IMG Wealth Management sold 3,477 Innovator Laddered Allocation Power Buffer ETF shares in Q3 2026, an estimated $186K.
Innovator Laddered Allocation Power Buffer ETF made up 0.1% of IMG Wealth Management's portfolio in Q3 2026, its #116 holding.
IMG Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2024 and has held it in 8 quarters since.
IMG Wealth Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $366K in Q2 2026.
65 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.