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
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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $217M AUM 12.99% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LI
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

JDM Financial Group's BUFF Position: Q1 2026 in Review

JDM Financial Group reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 1.2% in Q1 2026, selling an estimated $25K and leaving 40,367 shares worth $1.99M. The position accounts for 0.77% of the portfolio, ranked #21.

JDM Financial Group first reported a position in BUFF in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.06M in Q3 2025. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

  • JDM Financial Group held 40,367 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.99M as of Q1 2026.
  • JDM Financial Group sold 500 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2026, an estimated $25K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.77% of JDM Financial Group's portfolio in Q1 2026, its #21 holding.
  • JDM Financial Group first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2024 and has held it in 7 quarters since.
  • JDM Financial Group's Innovator Laddered Allocation Power Buffer ETF position peaked at $2.06M in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.