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MAI Capital Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

MAI Capital 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
Q1 		$120K Buy
+2,432
New +$122K ﹤0.01% 1745
2025
Q4 		– Sell
-137
Closed -$6.69K – 4375
2025
Q3 		$6.69K Hold
137
– – ﹤0.01% 2911
2025
Q2 		$6.44K Hold
137
– – ﹤0.01% 2940
2025
Q1 		$6.04K Hold
137
– – ﹤0.01% 2673
2024
Q4 		$6.15K Buy
+137
New +$6.13K ﹤0.01% 2701

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

MAI Capital Management's BUFF Position: Q1 2026 in Review

MAI Capital Management opened a new position in Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q1 2026: 2,432 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #1745 among its holdings. This is a return to the name: MAI Capital Management previously reported a position in BUFF as recently as Q3 2025.

MAI Capital Management first reported a position in BUFF in Q4 2024 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

  • MAI Capital Management held 2,432 shares of Innovator Laddered Allocation Power Buffer ETF worth $120K as of Q1 2026.
  • Innovator Laddered Allocation Power Buffer ETF was a new MAI Capital Management position in Q1 2026.
  • Innovator Laddered Allocation Power Buffer ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1745 holding.
  • MAI Capital Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2024 and has held it in 5 quarters since.
  • 151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.