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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $217M AUM 12.99% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LI
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

MPWM Advisory Solutions's BUFF Position: Q1 2026 in Review

MPWM Advisory Solutions held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q1 2026 at 2,700 shares worth $133K. The position accounts for 0.07% of the portfolio, ranked #125.

MPWM Advisory Solutions first reported a position in BUFF in Q4 2024 and has held it in 6 quarters since. The position peaked at $750K in Q3 2025. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

  • MPWM Advisory Solutions held 2,700 shares of Innovator Laddered Allocation Power Buffer ETF worth $133K as of Q1 2026.
  • MPWM Advisory Solutions left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q1 2026.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.07% of MPWM Advisory Solutions's portfolio in Q1 2026, its #125 holding.
  • MPWM Advisory Solutions first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Innovator Laddered Allocation Power Buffer ETF position peaked at $750K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.