SCA
BUFF icon

Southern Capital Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Southern Capital 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
Q2 		$710K Buy
13,475
+1,223
+10% +$63.4K 0.3% 33
2026
Q1 		$605K Sell
12,252
-13
-0.1% -$650 0.28% 41
2025
Q4 		$612K Buy
12,265
+139
+1% +$6.85K 0.28% 45
2025
Q3 		$592K Sell
12,126
-549
-4% -$26.3K 0.28% 44
2025
Q2 		$596K Sell
12,675
-1,389
-10% -$62.2K 0.3% 40
2025
Q1 		$620K Sell
14,064
-35
-0.2% -$1.58K 0.34% 35
2024
Q4 		$633K Buy
14,099
+259
+2% +$11.6K 0.35% 35
2024
Q3 		$611K Sell
13,840
-175
-1% -$7.58K 0.34% 38
2024
Q2 		$601K Sell
14,015
-104
-0.7% -$4.37K 0.37% 34
2024
Q1 		$589K Buy
14,119
+4,335
+44% +$177K 0.36% 37
2023
Q4 		$392K Sell
9,784
-85
-0.9% -$3.27K 0.28% 43
2023
Q3 		$370K Sell
9,869
-98
-1% -$3.73K 0.31% 46
2023
Q2 		$378K Sell
9,967
-525
-5% -$19.2K 0.29% 47
2023
Q1 		$377K Buy
+10,492
New +$370K 0.28% 49

Other funds holding BUFF

HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return