PlanWiser Financial’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

PlanWiser Financial’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	$2.02M	Buy	38,381 +296	+0.8%	+$15.3K	1.41%	26
2026 Q1	$1.95M	Buy	38,085 +7,147	+23%	+$358K	1.41%	22
2025 Q4	$1.55M	Sell	30,938 -7,763	-20%	-$383K	1.16%	28
2025 Q3	$1.91M	Sell	38,701 -6,721	-15%	-$322K	1.52%	25
2025 Q2	$2.17M	Sell	45,422 -18,550	-29%	-$831K	1.85%	22
2025 Q1	$2.84M	Buy	+63,972	New	+$2.89M	2.57%	15

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

PlanWiser Financial's BUFF Position: Q2 2026 in Review

PlanWiser Financial increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 0.78% in Q2 2026, buying an estimated $15.3K and bringing the position to 38,381 shares worth $2.02M. The position accounts for 1.41% of the portfolio, ranked #26.

PlanWiser Financial first reported a position in BUFF in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.84M in Q1 2025. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

PlanWiser Financial held 38,381 shares of Innovator Laddered Allocation Power Buffer ETF worth $2.02M as of Q2 2026.
PlanWiser Financial bought 296 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $15.3K.
Innovator Laddered Allocation Power Buffer ETF made up 1.41% of PlanWiser Financial's portfolio in Q2 2026, its #26 holding.
PlanWiser Financial first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2025 and has held it in 6 quarters since.
PlanWiser Financial's Innovator Laddered Allocation Power Buffer ETF position peaked at $2.84M in Q1 2025.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.