JFG
BUFF icon

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

JDM 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 		$2.16M Buy
41,001
+634
+2% +$32.9K 0.74% 22
2026
Q1 		$1.99M Sell
40,367
-500
-1% -$25K 0.77% 21
2025
Q4 		$2.04M Sell
40,867
-1,241
-3% -$61.2K 0.79% 22
2025
Q3 		$2.06M Buy
42,108
+1,265
+3% +$60.6K 0.86% 19
2025
Q2 		$1.92M Buy
40,843
+124
+0.3% +$5.55K 0.91% 19
2025
Q1 		$1.8M Buy
40,719
+304
+0.8% +$13.7K 0.91% 19
2024
Q4 		$1.82M Buy
40,415
+5,107
+14% +$228K 0.94% 17
2024
Q3 		$1.56M Buy
+35,308
New +$1.53M 0.85% 20

Other funds holding BUFF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
Janney Montgomery Scott
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

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

JDM Financial Group increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 1.6% in Q2 2026, buying an estimated $32.9K and bringing the position to 41,001 shares worth $2.16M. The position accounts for 0.74% of the portfolio, ranked #22.

JDM Financial Group first reported a position in BUFF in Q3 2024 and has held it in 8 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • JDM Financial Group held 41,001 shares of Innovator Laddered Allocation Power Buffer ETF worth $2.16M as of Q2 2026.
  • JDM Financial Group bought 634 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $32.9K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.74% of JDM Financial Group's portfolio in Q2 2026, its #22 holding.
  • JDM Financial Group first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2024 and has held it in 8 quarters since.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.