Integrated Wealth Concepts
BUFF icon

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

Integrated Wealth Concepts’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
2025
Q1 		– Sell
-6,851
Closed -$308K – 1756
2024
Q4 		$308K Buy
6,851
+2,261
+49% +$101K ﹤0.01% 1348
2024
Q3 		$203K Buy
+4,590
New +$199K ﹤0.01% 1555

Other funds holding BUFF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Integrated Wealth Concepts's BUFF Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q1 2025, closing a stake of 6,851 shares — an estimated $308K sold.

Integrated Wealth Concepts first reported a position in BUFF in Q3 2024 and held it in 2 quarters. The position peaked at $308K in Q4 2024. 123 funds tracked by Wall St. Rank hold BUFF as of Q1 2025.

  • Integrated Wealth Concepts reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q1 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,851 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2025, an estimated $308K.
  • Integrated Wealth Concepts first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2024 and held it in 2 quarters.
  • Integrated Wealth Concepts's Innovator Laddered Allocation Power Buffer ETF position peaked at $308K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.