MPWM Advisory Solutions’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

MPWM Advisory Solutions’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	$142K	Hold	2,700	–	–	0.07%	129
2026 Q1	$133K	Hold	2,700	–	–	0.07%	125
2025 Q4	$135K	Sell	2,700 -12,660	-82%	-$624K	0.08%	111
2025 Q3	$750K	Hold	15,360	–	–	0.45%	38
2025 Q2	$722K	Hold	15,360	–	–	0.46%	37
2025 Q1	$677K	Hold	15,360	–	–	0.49%	29
2024 Q4	$690K	Buy	+15,360	New	+$687K	0.5%	31

Other funds holding BUFF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

MPWM Advisory Solutions's BUFF Position: Q2 2026 in Review

MPWM Advisory Solutions held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q2 2026 at 2,700 shares worth $142K. The position accounts for 0.07% of the portfolio, ranked #129.

MPWM Advisory Solutions first reported a position in BUFF in Q4 2024 and has held it in 7 quarters since. The position peaked at $750K in Q3 2025. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

MPWM Advisory Solutions held 2,700 shares of Innovator Laddered Allocation Power Buffer ETF worth $142K as of Q2 2026.
MPWM Advisory Solutions left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q2 2026.
Innovator Laddered Allocation Power Buffer ETF made up 0.07% of MPWM Advisory Solutions's portfolio in Q2 2026, its #129 holding.
MPWM Advisory Solutions first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's Innovator Laddered Allocation Power Buffer ETF position peaked at $750K in Q3 2025.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.