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 Q2	$1.47M	Sell	27,986 -273	-1%	-$14.1K	0.09%	159
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return

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

Sound View Wealth Advisors Group's BUFF Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 0.97% in Q2 2026, selling an estimated $14.1K and leaving 27,986 shares worth $1.47M. The position accounts for 0.09% of the portfolio, ranked #159.

Sound View Wealth Advisors Group first reported a position in BUFF in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.22M in Q4 2023. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Sound View Wealth Advisors Group held 27,986 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.47M as of Q2 2026.
Sound View Wealth Advisors Group sold 273 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $14.1K.
Innovator Laddered Allocation Power Buffer ETF made up 0.09% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #159 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 15 quarters since.
Sound View Wealth Advisors Group's Innovator Laddered Allocation Power Buffer ETF position peaked at $4.22M in Q4 2023.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.