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Siligmueller & Norvid Wealth Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
Q3 		– Sell
-13,829
Closed -$654K – 172
2025
Q2 		$654K Buy
13,829
+7,000
+103% +$313K 0.25% 61
2025
Q1 		$301K Sell
6,829
-75
-1% -$3.38K 0.13% 80
2024
Q4 		$310K Buy
+6,904
New +$309K 0.13% 79

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Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Cetera Investment Advisers
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $217M AUM 12.99% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's BUFF Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q3 2025, closing a stake of 13,829 shares — an estimated $654K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in BUFF in Q4 2024 and held it in 3 quarters. The position peaked at $654K in Q2 2025. 134 funds tracked by Wall St. Rank hold BUFF as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 13,829 Innovator Laddered Allocation Power Buffer ETF shares in Q3 2025, an estimated $654K.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $654K in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.