Milestone Asset Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Milestone Asset 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 Q3	$2.35M	Sell	43,569 -365	-0.8%	-$19.5K	0.37%	67
2026 Q2	$2.31M	Sell	43,934 -766	-2%	-$39.7K	0.36%	78
2026 Q1	$2.21M	Sell	44,700 -619	-1%	-$31K	0.41%	72
2025 Q4	$2.26M	Sell	45,319 -1,261	-3%	-$62.2K	0.43%	49
2025 Q3	$2.28M	Sell	46,580 -2,019	-4%	-$96.8K	0.43%	47
2025 Q2	$2.28M	Sell	48,599 -718	-1%	-$32.1K	0.48%	43
2025 Q1	$2.17M	Buy	49,317 +244	+0.5%	+$11K	0.46%	49
2024 Q4	$2.2M	Buy	49,073 +2,092	+4%	+$93.6K	0.49%	54
2024 Q3	$2.07M	Buy	46,981 +3,198	+7%	+$139K	0.47%	46
2024 Q2	$1.88M	Sell	43,783 -35,816	-45%	-$1.51M	0.47%	45
2024 Q1	$3.32M	Sell	79,599 -488,847	-86%	-$20M	0.95%	30
2023 Q4	$22.8M	Buy	+568,446	New	+$21.9M	7.5%	3

Other funds holding BUFF

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

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

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Milestone Asset Management's BUFF Position: Q3 2026 in Review

Milestone Asset Management reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 0.83% in Q3 2026, selling an estimated $19.5K and leaving 43,569 shares worth $2.35M. The position accounts for 0.37% of the portfolio, ranked #67.

Milestone Asset Management first reported a position in BUFF in Q4 2023 and has held it in 12 quarters since. The position peaked at $22.8M in Q4 2023. 43 funds tracked by Wall St. Rank hold BUFF as of Q3 2026.

Milestone Asset Management held 43,569 shares of Innovator Laddered Allocation Power Buffer ETF worth $2.35M as of Q3 2026.
Milestone Asset Management sold 365 Innovator Laddered Allocation Power Buffer ETF shares in Q3 2026, an estimated $19.5K.
Innovator Laddered Allocation Power Buffer ETF made up 0.37% of Milestone Asset Management's portfolio in Q3 2026, its #67 holding.
Milestone Asset Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2023 and has held it in 12 quarters since.
Milestone Asset Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $22.8M in Q4 2023.
43 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.