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 Q2	–	Sell	-2,432	Closed	-$120K	–	2453
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 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

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

MAI Capital Management's BUFF Position: Q2 2026 in Review

MAI Capital Management sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q2 2026, closing a stake of 2,432 shares — an estimated $120K sold.

MAI Capital Management first reported a position in BUFF in Q4 2024 and held it in 5 quarters. The position peaked at $120K in Q1 2026. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

MAI Capital Management reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 2,432 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $120K.
MAI Capital Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2024 and held it in 5 quarters.
MAI Capital Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $120K in Q1 2026.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.