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Sigma Planning Corp’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Sigma Planning Corp’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
2025
Q4 		– Sell
-4,246
Closed -$207K – 1308
2025
Q3 		$207K Sell
4,246
-578
-12% -$27.7K 0.01% 1204
2025
Q2 		$227K Sell
4,824
-2,133
-31% -$95.5K 0.01% 1123
2025
Q1 		$307K Sell
6,957
-7,230
-51% -$326K 0.01% 939
2024
Q4 		$637K Sell
14,187
-659
-4% -$29.5K 0.02% 637
2024
Q3 		$655K Sell
14,846
-1,885
-11% -$81.7K 0.02% 641
2024
Q2 		$717K Buy
16,731
+2,129
+15% +$89.5K 0.02% 583
2024
Q1 		$610K Buy
+14,602
New +$596K 0.02% 679
2023
Q2 		– Sell
-10,263
Closed -$369K – 1232
2023
Q1 		$369K Sell
10,263
-55
-0.5% -$1.94K 0.01% 933
2022
Q4 		$355K Hold
10,318
– – 0.01% 901
2022
Q3 		$335K Buy
10,318
+100
+1% +$3.41K 0.01% 906
2022
Q2 		$338K Sell
10,218
-625
-6% -$21.4K 0.01% 934
2022
Q1 		$389K Buy
10,843
+1,453
+15% +$51.4K 0.01% 947
2021
Q4 		$338K Buy
+9,390
New +$334K 0.01% 1018

Other funds holding BUFF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 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
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

Sigma Planning Corp's BUFF Position: Q4 2025 in Review

Sigma Planning Corp sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q4 2025, closing a stake of 4,246 shares — an estimated $207K sold.

Sigma Planning Corp first reported a position in BUFF in Q4 2021 and held it in 13 quarters. The position peaked at $717K in Q2 2024. 140 funds tracked by Wall St. Rank hold BUFF as of Q4 2025.

  • Sigma Planning Corp reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 4,246 Innovator Laddered Allocation Power Buffer ETF shares in Q4 2025, an estimated $207K.
  • Sigma Planning Corp first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2021 and held it in 13 quarters.
  • Sigma Planning Corp's Innovator Laddered Allocation Power Buffer ETF position peaked at $717K in Q2 2024.
  • 140 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.