SAG
BUFF icon

SageView Advisory Group’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

SageView Advisory 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
Q2 		$826K Sell
15,688
-2,620
-14% -$136K 0.03% 274
2026
Q1 		$905K Sell
18,308
-5,176
-22% -$259K 0.03% 244
2025
Q4 		$1.17M Sell
23,484
-5,749
-20% -$283K 0.04% 236
2025
Q3 		$1.43M Sell
29,233
-57,704
-66% -$2.77M 0.05% 217
2025
Q2 		$4.15M Sell
86,937
-34,213
-28% -$1.53M 0.16% 76
2025
Q1 		$5.34M Sell
121,150
-52,014
-30% -$2.35M 0.23% 49
2024
Q4 		$7.78M Sell
173,164
-64,690
-27% -$2.89M 0.33% 39
2024
Q3 		$10.5M Sell
237,854
-73,161
-24% -$3.17M 0.53% 26
2024
Q2 		$13.3M Buy
311,015
+271,190
+681% +$11.4M 0.62% 23
2024
Q1 		$1.45M Sell
39,825
-7,404,506
-99% -$302M 0.07% 149
2023
Q4 		$184K Buy
7,444,331
+7,319,191
+5,849% +$282M 0.01% 616
2023
Q3 		$4.69M Buy
125,140
+22,173
+22% +$845K 0.27% 51
2023
Q2 		$3.9M Buy
102,967
+3,885
+4% +$142K 0.22% 67
2023
Q1 		$3.56M Buy
99,082
+15,887
+19% +$560K 0.23% 71
2022
Q4 		$2.86M Buy
+83,195
New +$2.84M 0.23% 75

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 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

SageView Advisory Group's BUFF Position: Q2 2026 in Review

SageView Advisory Group reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 14% in Q2 2026, selling an estimated $136K and leaving 15,688 shares worth $826K. The position accounts for 0.03% of the portfolio, ranked #274.

SageView Advisory Group first reported a position in BUFF in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.3M in Q2 2024. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • SageView Advisory Group held 15,688 shares of Innovator Laddered Allocation Power Buffer ETF worth $826K as of Q2 2026.
  • SageView Advisory Group sold 2,620 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $136K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #274 holding.
  • SageView Advisory Group first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Innovator Laddered Allocation Power Buffer ETF position peaked at $13.3M in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.