Onyx Bridge Wealth Group’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Onyx Bridge Wealth 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 Q1	$359K	Sell	7,275 -2,221	-23%	-$111K	0.04%	265
2025 Q4	$473K	Sell	9,496 -254	-3%	-$12.5K	0.05%	227
2025 Q3	$476K	Hold	9,750	–	–	0.05%	224
2025 Q2	$458K	Hold	9,750	–	–	0.06%	179
2025 Q1	$430K	Buy	+9,750	New	+$440K	0.06%	177
2023 Q3	–	Sell	-5,371	Closed	-$204K	–	239
2023 Q2	$204K	Buy	+5,371	New	+$196K	0.05%	216

Other funds holding BUFF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Onyx Bridge Wealth Group's BUFF Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 23% in Q1 2026, selling an estimated $111K and leaving 7,275 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #265.

Onyx Bridge Wealth Group first reported a position in BUFF in Q2 2023 and has held it in 6 quarters since. The position peaked at $476K in Q3 2025. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

Onyx Bridge Wealth Group held 7,275 shares of Innovator Laddered Allocation Power Buffer ETF worth $359K as of Q1 2026.
Onyx Bridge Wealth Group sold 2,221 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2026, an estimated $111K.
Innovator Laddered Allocation Power Buffer ETF made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #265 holding.
Onyx Bridge Wealth Group first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2023 and has held it in 6 quarters since.
Onyx Bridge Wealth Group's Innovator Laddered Allocation Power Buffer ETF position peaked at $476K in Q3 2025.
151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.