Nicholson Meyer Capital Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Nicholson Meyer Capital 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	$589K	Sell	11,187 -4,532	-29%	-$235K	0.39%	26
2026 Q1	$777K	Buy	15,719 +801	+5%	+$40.1K	0.6%	22
2025 Q4	$744K	Buy	14,918 +5,685	+62%	+$280K	0.56%	24
2025 Q3	$451K	Buy	+9,233	New	+$443K	0.35%	32

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Nicholson Meyer Capital Management's BUFF Position: Q2 2026 in Review

Nicholson Meyer Capital Management reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 29% in Q2 2026, selling an estimated $235K and leaving 11,187 shares worth $589K. The position accounts for 0.39% of the portfolio, ranked #26.

Nicholson Meyer Capital Management first reported a position in BUFF in Q3 2025 and has held it in 4 quarters since. The position peaked at $777K in Q1 2026. 35 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Nicholson Meyer Capital Management held 11,187 shares of Innovator Laddered Allocation Power Buffer ETF worth $589K as of Q2 2026.
Nicholson Meyer Capital Management sold 4,532 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $235K.
Innovator Laddered Allocation Power Buffer ETF made up 0.39% of Nicholson Meyer Capital Management's portfolio in Q2 2026, its #26 holding.
Nicholson Meyer Capital Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2025 and has held it in 4 quarters since.
Nicholson Meyer Capital Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $777K in Q1 2026.
35 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Nicholson Meyer Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.