Independent Financial Group’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Independent Financial Group’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	$2.82M	Buy	52,375 +4,442	+9%	+$237K	0.05%	362
2026 Q2	$2.53M	Buy	47,933 +37,172	+345%	+$1.93M	0.05%	382
2026 Q1	$532K	Sell	10,761 -7,083	-40%	-$354K	0.01%	906
2025 Q4	$890K	Sell	17,844 -35,855	-67%	-$1.77M	0.02%	666
2025 Q3	$2.62M	Buy	53,699 +28,247	+111%	+$1.35M	0.06%	305
2025 Q2	$1.2M	Buy	25,452 +19,552	+331%	+$875K	0.03%	489
2025 Q1	$260K	Buy	+5,900	New	+$266K	0.01%	993

Other funds holding BUFF

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

FMWA

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

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's BUFF Position: Q3 2026 in Review

Independent Financial Group increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 9.3% in Q3 2026, buying an estimated $237K and bringing the position to 52,375 shares worth $2.82M. The position accounts for 0.05% of the portfolio, ranked #362.

Independent Financial Group first reported a position in BUFF in Q1 2025 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold BUFF as of Q3 2026.

Independent Financial Group held 52,375 shares of Innovator Laddered Allocation Power Buffer ETF worth $2.82M as of Q3 2026.
Independent Financial Group bought 4,442 Innovator Laddered Allocation Power Buffer ETF shares in Q3 2026, an estimated $237K.
Innovator Laddered Allocation Power Buffer ETF made up 0.05% of Independent Financial Group's portfolio in Q3 2026, its #362 holding.
Independent Financial Group first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2025 and has held it in 7 quarters since.
20 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.