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

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

Southern Capital Advisors's BUFF Position: Q2 2026 in Review

Southern Capital Advisors increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 10% in Q2 2026, buying an estimated $63.4K and bringing the position to 13,475 shares worth $710K. The position accounts for 0.3% of the portfolio, ranked #33.

Southern Capital Advisors first reported a position in BUFF in Q1 2023 and has held it in 14 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Southern Capital Advisors held 13,475 shares of Innovator Laddered Allocation Power Buffer ETF worth $710K as of Q2 2026.
Southern Capital Advisors bought 1,223 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $63.4K.
Innovator Laddered Allocation Power Buffer ETF made up 0.3% of Southern Capital Advisors's portfolio in Q2 2026, its #33 holding.
Southern Capital Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2023 and has held it in 14 quarters since.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.