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SeaCrest Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

SeaCrest Wealth 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 		– Sell
-31,426
Closed -$1.55M – 562
2026
Q1 		$1.55M Buy
31,426
+398
+1% +$19.9K 0.17% 112
2025
Q4 		$1.56M Buy
31,028
+14,973
+93% +$738K 0.16% 116
2025
Q3 		$786K Buy
+16,055
New +$770K 0.08% 217

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

SeaCrest Wealth Management's BUFF Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q2 2026, closing a stake of 31,426 shares — an estimated $1.55M sold.

SeaCrest Wealth Management first reported a position in BUFF in Q3 2025 and held it in 3 quarters. The position peaked at $1.56M in Q4 2025. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 31,426 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $1.55M.
  • SeaCrest Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2025 and held it in 3 quarters.
  • SeaCrest Wealth Management's Innovator Laddered Allocation Power Buffer ETF position peaked at $1.56M in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.