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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return

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

Independent Financial Group's BUFF Position: Q2 2026 in Review

Independent Financial Group increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 345% in Q2 2026, buying an estimated $1.93M and bringing the position to 47,933 shares worth $2.53M. The position accounts for 0.05% of the portfolio, ranked #382.

Independent Financial Group first reported a position in BUFF in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.62M in Q3 2025. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Independent Financial Group held 47,933 shares of Innovator Laddered Allocation Power Buffer ETF worth $2.53M as of Q2 2026.
Independent Financial Group bought 37,172 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $1.93M.
Innovator Laddered Allocation Power Buffer ETF made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #382 holding.
Independent Financial Group first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2025 and has held it in 6 quarters since.
Independent Financial Group's Innovator Laddered Allocation Power Buffer ETF position peaked at $2.62M in Q3 2025.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.