KWM
BUFF icon

Kingsview Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Kingsview Wealth Management’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 		$28.2M Buy
534,402
+14,021
+3% +$727K 0.34% 48
2026
Q1 		$25.7M Buy
520,381
+5,705
+1% +$285K 0.35% 48
2025
Q4 		$25.7M Buy
514,676
+11,784
+2% +$581K 0.37% 50
2025
Q3 		$24.6M Buy
502,892
+5,354
+1% +$257K 0.38% 48
2025
Q2 		$23.4M Sell
497,538
-44,855
-8% -$2.01M 0.4% 46
2025
Q1 		$23.9M Sell
542,393
-1,087,220
-67% -$49.1M 0.45% 38
2024
Q4 		$73.2M Buy
1,629,613
+1,087,128
+200% +$48.6M 1.43% 12
2024
Q3 		$23.9M Sell
542,485
-978,729
-64% -$42.4M 0.5% 43
2024
Q2 		$65.2M Buy
1,521,214
+47,020
+3% +$1.98M 1.54% 10
2024
Q1 		$61.5M Buy
1,474,194
+690,882
+88% +$28.2M 1.54% 10
2023
Q4 		$31.4M Buy
783,312
+292,671
+60% +$11.3M 0.94% 15
2023
Q3 		$18.4M Buy
490,641
+449,129
+1,082% +$17.1M 0.66% 25
2023
Q2 		$1.57M Sell
41,512
-496
-1% -$18.1K 0.06% 297
2023
Q1 		$1.51M Buy
42,008
+60
+0.1% +$2.12K 0.06% 296
2022
Q4 		$1.44M Sell
41,948
-347
-0.8% -$11.8K 0.06% 279
2022
Q3 		$1.38M Buy
42,295
+6,565
+18% +$224K 0.07% 272
2022
Q2 		$1.18M Sell
35,730
-2,700
-7% -$92.3K 0.06% 324
2022
Q1 		$1.38M Buy
38,430
+2,542
+7% +$89.9K 0.06% 310
2021
Q4 		$1.29M Buy
+35,888
New +$1.28M 0.05% 323

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kingsview Wealth Management's BUFF Position: Q2 2026 in Review

Kingsview Wealth Management increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 2.7% in Q2 2026, buying an estimated $727K and bringing the position to 534,402 shares worth $28.2M. The position accounts for 0.34% of the portfolio, ranked #48.

Kingsview Wealth Management first reported a position in BUFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $73.2M in Q4 2024. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • Kingsview Wealth Management held 534,402 shares of Innovator Laddered Allocation Power Buffer ETF worth $28.2M as of Q2 2026.
  • Kingsview Wealth Management bought 14,021 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $727K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.34% of Kingsview Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Kingsview Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2021 and has held it in 19 quarters since.
  • Kingsview Wealth Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $73.2M in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.