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 Q3	$5.22M	Buy	96,850 +8,042	+9%	+$429K	0.03%	453
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Collaborative Wealth Management Lake Mary, Florida $238M AUM 10.68% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Merit Financial Group's BUFF Position: Q3 2026 in Review

Merit Financial Group increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 9.1% in Q3 2026, buying an estimated $429K and bringing the position to 96,850 shares worth $5.22M. 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 7 quarters since. 101 funds tracked by Wall St. Rank hold BUFF as of Q3 2026.

Merit Financial Group held 96,850 shares of Innovator Laddered Allocation Power Buffer ETF worth $5.22M as of Q3 2026.
Merit Financial Group bought 8,042 Innovator Laddered Allocation Power Buffer ETF shares in Q3 2026, an estimated $429K.
Innovator Laddered Allocation Power Buffer ETF made up 0.03% of Merit Financial Group's portfolio in Q3 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 7 quarters since.
101 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.