MFG
BUFF icon

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

Merit Financial Group’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 		$4.68M Buy
88,808
+637
+0.7% +$33K 0.03% 453
2026
Q1 		$4.36M Buy
88,171
+7,044
+9% +$352K 0.03% 427
2025
Q4 		$4.04M Buy
81,127
+5,102
+7% +$251K 0.03% 415
2025
Q3 		$3.71M Buy
76,025
+4,664
+7% +$224K 0.03% 380
2025
Q2 		$3.35M Buy
71,361
+8,039
+13% +$360K 0.04% 371
2025
Q1 		$2.79M Buy
+63,322
New +$2.86M 0.04% 341

Other funds holding BUFF

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

Merit Financial Group's BUFF Position: Q2 2026 in Review

Merit Financial Group increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 0.72% in Q2 2026, buying an estimated $33K and bringing the position to 88,808 shares worth $4.68M. The position accounts for 0.03% of the portfolio, ranked #453.

Merit Financial Group 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.

  • Merit Financial Group held 88,808 shares of Innovator Laddered Allocation Power Buffer ETF worth $4.68M as of Q2 2026.
  • Merit Financial Group bought 637 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $33K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #453 holding.
  • Merit Financial Group 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.