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Sound View Wealth Advisors Group’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Sound View Wealth Advisors Group’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 		$1.4M Sell
28,259
-1,441
-5% -$72.1K 0.1% 154
2025
Q4 		$1.48M Hold
29,700
– – 0.1% 153
2025
Q3 		$1.45M Sell
29,700
-670
-2% -$32.1K 0.1% 156
2025
Q2 		$1.43M Sell
30,370
-338
-1% -$15.1K 0.11% 154
2025
Q1 		$1.35M Sell
30,708
-1,780
-5% -$80.3K 0.11% 150
2024
Q4 		$1.46M Buy
32,488
+2,955
+10% +$132K 0.12% 146
2024
Q3 		$1.3M Buy
29,533
+3,958
+15% +$172K 0.11% 159
2024
Q2 		$1.1M Sell
25,575
-7,884
-24% -$331K 0.11% 155
2024
Q1 		$1.4M Sell
33,459
-71,786
-68% -$2.93M 0.15% 136
2023
Q4 		$4.22M Buy
105,245
+19,992
+23% +$769K 0.47% 54
2023
Q3 		$3.2M Buy
85,253
+62,553
+276% +$2.38M 0.4% 59
2023
Q2 		$860K Buy
22,700
+14,929
+192% +$545K 0.11% 165
2023
Q1 		$279K Sell
7,771
-97,474
-93% -$3.44M 0.04% 292
2022
Q4 		$4.22M Buy
+105,245
New +$3.59M 0.47% 54

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 $374M AUM 19.48% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Sound View Wealth Advisors Group's BUFF Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 4.9% in Q1 2026, selling an estimated $72.1K and leaving 28,259 shares worth $1.4M. The position accounts for 0.1% of the portfolio, ranked #154.

Sound View Wealth Advisors Group first reported a position in BUFF in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.22M in Q4 2023. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

  • Sound View Wealth Advisors Group held 28,259 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.4M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 1,441 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2026, an estimated $72.1K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.1% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #154 holding.
  • Sound View Wealth Advisors Group first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2022 and has held it in 14 quarters since.
  • Sound View Wealth Advisors Group's Innovator Laddered Allocation Power Buffer ETF position peaked at $4.22M in Q4 2023.
  • 151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.