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

Seros 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 Q3	$5.41M	Buy	100,346 +4,965	+5%	+$265K	2.75%	11
2026 Q2	$5.02M	Buy	95,381 +3,700	+4%	+$192K	2.62%	12
2026 Q1	$4.53M	Buy	91,681 +12,544	+16%	+$628K	2.88%	12
2025 Q4	$3.95M	Buy	79,137 +3,208	+4%	+$158K	2.31%	14
2025 Q3	$3.71M	Buy	75,929 +1,035	+1%	+$49.6K	2.24%	14
2025 Q2	$3.52M	Buy	74,894 +1,004	+1%	+$45K	2.23%	14
2025 Q1	$3.26M	Buy	73,890 +6,466	+10%	+$292K	2.43%	15
2024 Q4	$2.89M	Buy	+67,424	New	+$3.02M	2.6%	12

Other funds holding BUFF

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

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Seros Financial's BUFF Position: Q3 2026 in Review

Seros Financial increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 5.2% in Q3 2026, buying an estimated $265K and bringing the position to 100,346 shares worth $5.41M. The position accounts for 2.75% of the portfolio, ranked #11.

Seros Financial first reported a position in BUFF in Q4 2024 and has held it in 8 quarters since. 52 funds tracked by Wall St. Rank hold BUFF as of Q3 2026.

Seros Financial held 100,346 shares of Innovator Laddered Allocation Power Buffer ETF worth $5.41M as of Q3 2026.
Seros Financial bought 4,965 Innovator Laddered Allocation Power Buffer ETF shares in Q3 2026, an estimated $265K.
Innovator Laddered Allocation Power Buffer ETF made up 2.75% of Seros Financial's portfolio in Q3 2026, its #11 holding.
Seros Financial first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2024 and has held it in 8 quarters since.
52 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2026.

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