SF
BUFF icon

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
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

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

Seros Financial's BUFF Position: Q2 2026 in Review

Seros Financial increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 4% in Q2 2026, buying an estimated $192K and bringing the position to 95,381 shares worth $5.02M. The position accounts for 2.62% of the portfolio, ranked #12.

Seros Financial first reported a position in BUFF in Q4 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • Seros Financial held 95,381 shares of Innovator Laddered Allocation Power Buffer ETF worth $5.02M as of Q2 2026.
  • Seros Financial bought 3,700 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $192K.
  • Innovator Laddered Allocation Power Buffer ETF made up 2.62% of Seros Financial's portfolio in Q2 2026, its #12 holding.
  • Seros Financial first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2024 and has held it in 7 quarters since.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

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