MA
BUFF icon

Mutual Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Mutual Advisors’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 		$13M Buy
246,563
+14,476
+6% +$750K 0.24% 70
2026
Q1 		$11.5M Buy
232,087
+14,709
+7% +$736K 0.25% 72
2025
Q4 		$10.8M Buy
217,378
+1,735
+0.8% +$85.5K 0.23% 79
2025
Q3 		$10.6M Buy
215,643
+16,590
+8% +$795K 0.23% 81
2025
Q2 		$9.5M Buy
199,053
+4,381
+2% +$196K 0.24% 80
2025
Q1 		$8.51M Buy
194,672
+10,761
+6% +$486K 0.24% 77
2024
Q4 		$8.32M Buy
183,911
+14,913
+9% +$667K 0.24% 75
2024
Q3 		$7.5M Sell
168,998
-18,188
-10% -$788K 0.22% 85
2024
Q2 		$8.05M Buy
187,186
+24,942
+15% +$1.05M 0.24% 78
2024
Q1 		$6.77M Buy
162,244
+90,351
+126% +$3.69M 0.22% 93
2023
Q4 		$2.88M Buy
71,893
+15,675
+28% +$603K 0.1% 201
2023
Q3 		$2.11M Buy
56,218
+26,328
+88% +$1M 0.08% 231
2023
Q2 		$1.13M Sell
29,890
-62,176
-68% -$2.27M 0.04% 398
2023
Q1 		$3.31M Sell
92,066
-30,961
-25% -$1.09M 0.14% 161
2022
Q4 		$4.23M Buy
123,027
+10,163
+9% +$347K 0.19% 115
2022
Q3 		$3.67M Sell
112,864
-10,954
-9% -$373K 0.19% 110
2022
Q2 		$4.1M Buy
123,818
+96,997
+362% +$3.32M 0.27% 84
2022
Q1 		$961K Buy
26,821
+19,897
+287% +$704K 0.05% 387
2021
Q4 		$249K Buy
+6,924
New +$246K 0.01% 788

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 19.41% 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

Mutual Advisors's BUFF Position: Q2 2026 in Review

Mutual Advisors increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 6.2% in Q2 2026, buying an estimated $750K and bringing the position to 246,563 shares worth $13M. The position accounts for 0.24% of the portfolio, ranked #70.

Mutual Advisors first reported a position in BUFF in Q4 2021 and has held it in 19 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • Mutual Advisors held 246,563 shares of Innovator Laddered Allocation Power Buffer ETF worth $13M as of Q2 2026.
  • Mutual Advisors bought 14,476 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $750K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.24% of Mutual Advisors's portfolio in Q2 2026, its #70 holding.
  • Mutual Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2021 and has held it in 19 quarters since.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.