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 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 $374M AUM 19.48% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Milestone Asset Management's BUFF Position: Q2 2026 in Review

Milestone Asset Management reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 1.7% in Q2 2026, selling an estimated $39.7K and leaving 43,934 shares worth $2.31M. The position accounts for 0.36% of the portfolio, ranked #78.

Milestone Asset Management first reported a position in BUFF in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.8M in Q4 2023. 30 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Milestone Asset Management held 43,934 shares of Innovator Laddered Allocation Power Buffer ETF worth $2.31M as of Q2 2026.
Milestone Asset Management sold 766 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $39.7K.
Innovator Laddered Allocation Power Buffer ETF made up 0.36% of Milestone Asset Management's portfolio in Q2 2026, its #78 holding.
Milestone Asset Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2023 and has held it in 11 quarters since.
Milestone Asset Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $22.8M in Q4 2023.
30 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.