Lineweaver Wealth Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Lineweaver Wealth 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	$2.1M	Hold	39,917	–	–	0.25%	84
2026 Q1	$1.97M	Hold	39,917	–	–	0.27%	80
2025 Q4	$1.99M	Hold	39,917	–	–	0.27%	71
2025 Q3	$1.95M	Sell	39,917 -904	-2%	-$43.3K	0.29%	67
2025 Q2	$1.92M	Buy	40,821 +2,558	+7%	+$115K	0.3%	64
2025 Q1	$1.69M	Buy	38,263 +4,666	+14%	+$211K	0.29%	71
2024 Q4	$1.51M	Buy	33,597 +2,226	+7%	+$99.6K	0.28%	71
2024 Q3	$1.38M	Hold	31,371	–	–	0.26%	71
2024 Q2	$1.34M	Buy	31,371 +4,377	+16%	+$184K	0.28%	68
2024 Q1	$1.13M	Buy	26,994 +10,479	+63%	+$428K	0.27%	74
2023 Q4	$662K	Buy	16,515 +8,798	+114%	+$339K	0.17%	90
2023 Q3	$289K	Buy	+7,717	New	+$294K	0.08%	118

Other funds holding BUFF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 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

Lineweaver Wealth Advisors's BUFF Position: Q2 2026 in Review

Lineweaver Wealth Advisors held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q2 2026 at 39,917 shares worth $2.1M. The position accounts for 0.25% of the portfolio, ranked #84.

Lineweaver Wealth Advisors first reported a position in BUFF in Q3 2023 and has held it in 12 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Lineweaver Wealth Advisors held 39,917 shares of Innovator Laddered Allocation Power Buffer ETF worth $2.1M as of Q2 2026.
Lineweaver Wealth Advisors left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q2 2026.
Innovator Laddered Allocation Power Buffer ETF made up 0.25% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Lineweaver Wealth Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2023 and has held it in 12 quarters since.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.