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

Root Financial Partners’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 Q3	$56.1K	Buy	+1,042	New	+$55.6K	﹤0.01%	1021

Other funds holding BUFF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $441M AUM 15.58% 1-Year Est. Return

Collaborative Wealth Management Lake Mary, Florida $238M AUM 10.68% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Root Financial Partners's BUFF Position: Q3 2026 in Review

Root Financial Partners opened a new position in Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q3 2026: 1,042 shares worth $56.1K. The stake represents ﹤0.01% of the portfolio and ranks #1021 among its holdings.

147 funds tracked by Wall St. Rank hold BUFF as of Q3 2026.

Root Financial Partners held 1,042 shares of Innovator Laddered Allocation Power Buffer ETF worth $56.1K as of Q3 2026.
Innovator Laddered Allocation Power Buffer ETF was a new Root Financial Partners position in Q3 2026.
Innovator Laddered Allocation Power Buffer ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1021 holding.
147 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.