LifeWealth Investments’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

LifeWealth Investments’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	$19.6M	Buy	371,319 +34,442	+10%	+$1.79M	5.23%	4
2026 Q1	$16.6M	Buy	336,877 +70,028	+26%	+$3.5M	4.97%	4
2025 Q4	$13.3M	Buy	266,849 +33,755	+14%	+$1.66M	4.21%	4
2025 Q3	$11.4M	Buy	233,094 +7,209	+3%	+$346K	3.75%	5
2025 Q2	$10.6M	Buy	225,885 +53,094	+31%	+$2.38M	3.86%	5
2025 Q1	$7.62M	Buy	+172,791	New	+$7.8M	3.66%	4

Other funds holding BUFF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

LifeWealth Investments's BUFF Position: Q2 2026 in Review

LifeWealth Investments increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 10% in Q2 2026, buying an estimated $1.79M and bringing the position to 371,319 shares worth $19.6M. The position accounts for 5.23% of the portfolio, ranked #4.

LifeWealth Investments first reported a position in BUFF in Q1 2025 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

LifeWealth Investments held 371,319 shares of Innovator Laddered Allocation Power Buffer ETF worth $19.6M as of Q2 2026.
LifeWealth Investments bought 34,442 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $1.79M.
Innovator Laddered Allocation Power Buffer ETF made up 5.23% of LifeWealth Investments's portfolio in Q2 2026, its #4 holding.
LifeWealth Investments first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2025 and has held it in 6 quarters since.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.