J.W. Cole Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

J.W. Cole Advisors’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	$792K	Buy	+15,031	New	+$779K	0.01%	839
2026 Q1	–	Sell	-15,031	Closed	-$749K	–	846
2025 Q4	$749K	Hold	15,031	–	–	0.02%	743
2025 Q3	$734K	Buy	15,031 +80	+0.5%	+$3.84K	0.01%	837
2025 Q2	$703K	Hold	14,951	–	–	0.01%	802
2025 Q1	$659K	Hold	14,951	–	–	0.02%	687
2024 Q4	$671K	Hold	14,951	–	–	0.03%	526
2024 Q3	$660K	Buy	14,951 +1,000	+7%	+$43.3K	0.03%	505
2024 Q2	$598K	Hold	13,951	–	–	0.03%	481
2024 Q1	$582K	Buy	13,951 +5,805	+71%	+$237K	0.03%	495
2023 Q4	$326K	Hold	8,146	–	–	0.02%	611
2023 Q3	$305K	Hold	8,146	–	–	0.02%	553
2023 Q2	$309K	Buy	+8,146	New	+$297K	0.02%	569

Other funds holding BUFF

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

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

J.W. Cole Advisors's BUFF Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q2 2026: 15,031 shares worth $792K. The stake represents 0.01% of the portfolio and ranks #839 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BUFF as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BUFF in Q2 2023 and has held it in 12 quarters since. 35 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

J.W. Cole Advisors held 15,031 shares of Innovator Laddered Allocation Power Buffer ETF worth $792K as of Q2 2026.
Innovator Laddered Allocation Power Buffer ETF was a new J.W. Cole Advisors position in Q2 2026.
Innovator Laddered Allocation Power Buffer ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #839 holding.
J.W. Cole Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2023 and has held it in 12 quarters since.
35 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.