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Patriot Financial Group Insurance Agency’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.79M Sell
34,009
-31,711
-48% -$1.64M 0.18% 139
2026
Q1 		$3.25M Buy
65,720
+33,714
+105% +$1.69M 0.18% 140
2025
Q4 		$1.6M Buy
32,006
+1,356
+4% +$66.8K 0.19% 144
2025
Q3 		$1.5M Buy
30,650
+1,350
+5% +$64.7K 0.19% 140
2025
Q2 		$1.38M Buy
29,300
+1,775
+6% +$79.5K 0.16% 159
2025
Q1 		$1.21M Buy
27,525
+1,135
+4% +$51.2K 0.16% 157
2024
Q4 		$1.19M Buy
26,390
+3,795
+17% +$170K 0.16% 148
2024
Q3 		$997K Buy
22,595
+4,410
+24% +$191K 0.13% 181
2024
Q2 		$780K Buy
18,185
+3,235
+22% +$136K 0.11% 196
2024
Q1 		$624K Buy
14,950
+1,100
+8% +$44.9K 0.1% 224
2023
Q4 		$555K Buy
13,850
+1,700
+14% +$65.4K 0.1% 231
2023
Q3 		$456K Sell
12,150
-1,300
-10% -$49.6K 0.09% 254
2023
Q2 		$510K Buy
13,450
+1,100
+9% +$40.1K 0.1% 240
2023
Q1 		$444K Buy
12,350
+400
+3% +$14.1K 0.09% 245
2022
Q4 		$411K Buy
11,950
+550
+5% +$18.8K 0.06% 240
2022
Q3 		$371K Buy
11,400
+3,300
+41% +$112K 0.09% 245
2022
Q2 		$268K Buy
+8,100
New +$277K 0.05% 323

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
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 19.48% 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
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BUFF Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 48% in Q2 2026, selling an estimated $1.64M and leaving 34,009 shares worth $1.79M. The position accounts for 0.18% of the portfolio, ranked #139.

Patriot Financial Group Insurance Agency first reported a position in BUFF in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.25M in Q1 2026. 104 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 34,009 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.79M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 31,711 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $1.64M.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.18% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #139 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2022 and has held it in 17 quarters since.
  • Patriot Financial Group Insurance Agency's Innovator Laddered Allocation Power Buffer ETF position peaked at $3.25M in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.