SIA
BUFF icon

Soltis Investment Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Soltis Investment 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
2026
Q1 		$1.85M Buy
37,476
+996
+3% +$49.8K 0.12% 152
2025
Q4 		$1.82M Sell
36,480
-316
-0.9% -$15.6K 0.12% 149
2025
Q3 		$1.8M Buy
36,796
+6,977
+23% +$335K 0.12% 150
2025
Q2 		$1.4M Buy
29,819
+67
+0.2% +$3K 0.11% 152
2025
Q1 		$1.31M Buy
29,752
+659
+2% +$29.7K 0.12% 152
2024
Q4 		$1.31M Sell
29,093
-1,366
-4% -$61.1K 0.12% 150
2024
Q3 		$1.34M Sell
30,459
-2,721
-8% -$118K 0.13% 138
2024
Q2 		$1.42M Buy
33,180
+14,662
+79% +$616K 0.15% 138
2024
Q1 		$773K Buy
18,518
+9,628
+108% +$393K 0.09% 161
2023
Q4 		$356K Buy
+8,890
New +$342K 0.04% 221

Other funds holding BUFF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $335M AUM 16.86% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return