MFG
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MTM Financial Group’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

MTM 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
Q2 		$12.9M Buy
245,663
+5,669
+2% +$294K 5.55% 4
2026
Q1 		$11.9M Buy
239,994
+3,681
+2% +$184K 5.57% 4
2025
Q4 		$11.8M Sell
236,313
-5,029
-2% -$248K 5.63% 4
2025
Q3 		$11.8M Buy
241,342
+1,767
+0.7% +$84.7K 5.81% 4
2025
Q2 		$11.3M Buy
239,575
+3,994
+2% +$179K 6.11% 3
2025
Q1 		$10.4M Buy
235,581
+5,866
+3% +$265K 6.08% 3
2024
Q4 		$10.3M Buy
229,715
+3,655
+2% +$164K 6.17% 3
2024
Q3 		$9.97M Sell
226,060
-65
-0% -$2.82K 6.09% 3
2024
Q2 		$9.69M Buy
226,125
+1,400
+0.6% +$58.8K 6.19% 3
2024
Q1 		$9.38M Sell
224,725
-16,163
-7% -$660K 6.23% 3
2023
Q4 		$9.65M Sell
240,888
-4,654
-2% -$179K 7.05% 3
2023
Q3 		$9.21M Sell
245,542
-10,952
-4% -$417K 7.67% 3
2023
Q2 		$9.72M Sell
256,494
-47,818
-16% -$1.74M 8.24% 3
2023
Q1 		$10.9M Sell
304,312
-10,364
-3% -$366K 9.62% 3
2022
Q4 		$10.8M Sell
314,676
-7,033
-2% -$240K 9.44% 3
2022
Q3 		$10.5M Buy
321,709
+30,138
+10% +$1.03M 9.46% 3
2022
Q2 		$9.65M Buy
291,571
+160,965
+123% +$5.5M 8.47% 4
2022
Q1 		$4.68M Buy
+130,606
New +$4.62M 4.9% 6

Other funds holding BUFF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
Janney Montgomery Scott
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

MTM Financial Group's BUFF Position: Q2 2026 in Review

MTM Financial Group increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 2.4% in Q2 2026, buying an estimated $294K and bringing the position to 245,663 shares worth $12.9M. The position accounts for 5.55% of the portfolio, ranked #4.

MTM Financial Group first reported a position in BUFF in Q1 2022 and has held it in 18 quarters since. 163 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • MTM Financial Group held 245,663 shares of Innovator Laddered Allocation Power Buffer ETF worth $12.9M as of Q2 2026.
  • MTM Financial Group bought 5,669 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $294K.
  • Innovator Laddered Allocation Power Buffer ETF made up 5.55% of MTM Financial Group's portfolio in Q2 2026, its #4 holding.
  • MTM Financial Group first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2022 and has held it in 18 quarters since.
  • 163 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.