LPL Financial
BUFF icon

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

LPL Financial’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 		$103M Buy
1,948,392
+281,494
+17% +$14.6M 0.02% 642
2026
Q1 		$82.4M Buy
1,666,898
+359,150
+27% +$18M 0.02% 674
2025
Q4 		$65.2M Sell
1,307,748
-413,632
-24% -$20.4M 0.02% 747
2025
Q3 		$84.1M Sell
1,721,380
-1,069,089
-38% -$51.3M 0.02% 596
2025
Q2 		$131M Buy
2,790,469
+1,931,484
+225% +$86.5M 0.04% 384
2025
Q1 		$37.9M Buy
858,985
+241,820
+39% +$10.9M 0.01% 819
2024
Q4 		$27.7M Buy
617,165
+188,475
+44% +$8.43M 0.01% 913
2024
Q3 		$18.9M Buy
428,690
+275,483
+180% +$11.9M 0.01% 1070
2024
Q2 		$6.57M Buy
153,207
+106,649
+229% +$4.48M ﹤0.01% 1654
2024
Q1 		$1.94M Buy
46,558
+27,729
+147% +$1.13M ﹤0.01% 2557
2023
Q4 		$755K Buy
18,829
+4,106
+28% +$158K ﹤0.01% 3306
2023
Q3 		$552K Buy
14,723
+7,258
+97% +$277K ﹤0.01% 3402
2023
Q2 		$283K Hold
7,465
– – ﹤0.01% 3900
2023
Q1 		$268K Sell
7,465
-224
-3% -$7.9K ﹤0.01% 3827
2022
Q4 		$265K Sell
7,689
-27
-0.3% -$921 ﹤0.01% 3752
2022
Q3 		$251K Buy
7,716
+27
+0.4% +$920 ﹤0.01% 3739
2022
Q2 		$255K Buy
+7,689
New +$263K ﹤0.01% 3756

Other funds holding BUFF

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

LPL Financial's BUFF Position: Q2 2026 in Review

LPL Financial increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 17% in Q2 2026, buying an estimated $14.6M and bringing the position to 1,948,392 shares worth $103M. The position accounts for 0.02% of the portfolio, ranked #642.

LPL Financial first reported a position in BUFF in Q2 2022 and has held it in 17 quarters since. The position peaked at $131M in Q2 2025. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • LPL Financial held 1,948,392 shares of Innovator Laddered Allocation Power Buffer ETF worth $103M as of Q2 2026.
  • LPL Financial bought 281,494 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $14.6M.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #642 holding.
  • LPL Financial first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2022 and has held it in 17 quarters since.
  • LPL Financial's Innovator Laddered Allocation Power Buffer ETF position peaked at $131M in Q2 2025.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.