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

Orion 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	$25.2K	Buy	+478	New	+$24.8K	0.01%	348
2024 Q2	–	Sell	-4,946	Closed	-$206K	–	447
2024 Q1	$206K	Hold	4,946	–	–	0.11%	120
2023 Q4	$198K	Buy	+4,946	New	+$190K	0.12%	122

Other funds holding BUFF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return

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

Orion Capital Management's BUFF Position: Q2 2026 in Review

Orion Capital Management opened a new position in Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q2 2026: 478 shares worth $25.2K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings. This is a return to the name: Orion Capital Management previously reported a position in BUFF as recently as Q1 2024.

Orion Capital Management first reported a position in BUFF in Q4 2023 and has held it in 3 quarters since. The position peaked at $206K in Q1 2024. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Orion Capital Management held 478 shares of Innovator Laddered Allocation Power Buffer ETF worth $25.2K as of Q2 2026.
Innovator Laddered Allocation Power Buffer ETF was a new Orion Capital Management position in Q2 2026.
Innovator Laddered Allocation Power Buffer ETF made up 0.01% of Orion Capital Management's portfolio in Q2 2026, its #348 holding.
Orion Capital Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2023 and has held it in 3 quarters since.
Orion Capital Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $206K in Q1 2024.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.