OFP
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OFC Financial Planning’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

OFC Financial Planning’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 		$1.13M Sell
21,512
-1,878
-8% -$97.3K 1.01% 29
2026
Q1 		$1.16M Sell
23,390
-4
-0% -$200 1.14% 26
2025
Q4 		$1.17M Buy
23,394
+1,376
+6% +$67.8K 1.11% 25
2025
Q3 		$1.08M Sell
22,018
-378
-2% -$18.1K 1.07% 24
2025
Q2 		$1.05M Buy
22,396
+292
+1% +$13.1K 1.12% 25
2025
Q1 		$975K Sell
22,104
-436
-2% -$19.7K 1.1% 24
2024
Q4 		$1.01M Buy
+22,540
New +$1.01M 1.07% 23

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

OFC Financial Planning's BUFF Position: Q2 2026 in Review

OFC Financial Planning reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 8% in Q2 2026, selling an estimated $97.3K and leaving 21,512 shares worth $1.13M. The position accounts for 1.01% of the portfolio, ranked #29.

OFC Financial Planning first reported a position in BUFF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q4 2025. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • OFC Financial Planning held 21,512 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.13M as of Q2 2026.
  • OFC Financial Planning sold 1,878 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $97.3K.
  • Innovator Laddered Allocation Power Buffer ETF made up 1.01% of OFC Financial Planning's portfolio in Q2 2026, its #29 holding.
  • OFC Financial Planning first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2024 and has held it in 7 quarters since.
  • OFC Financial Planning's Innovator Laddered Allocation Power Buffer ETF position peaked at $1.17M in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.