SEP
BUFF icon

Southland Equity Partners’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Southland Equity Partners’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 		$2.65M Hold
50,291
– – 0.46% 50
2026
Q1 		$2.48M Sell
50,291
-199
-0.4% -$9.96K 0.48% 48
2025
Q4 		$2.52M Sell
50,490
-1,414
-3% -$69.7K 0.5% 46
2025
Q3 		$2.54M Sell
51,904
-474
-0.9% -$22.7K 0.51% 47
2025
Q2 		$2.46M Sell
52,378
-306
-0.6% -$13.7K 0.54% 42
2025
Q1 		$2.32M Sell
52,684
-1,575
-3% -$71.1K 0.54% 39
2024
Q4 		$2.44M Sell
54,259
-3,359
-6% -$150K 0.57% 38
2024
Q3 		$2.54M Sell
57,618
-109,787
-66% -$4.76M 0.62% 37
2024
Q2 		$7.18M Sell
167,405
-6,185
-4% -$260K 2.05% 9
2024
Q1 		$7.25M Sell
173,590
-3,775
-2% -$154K 2.03% 9
2023
Q4 		$7.11M Sell
177,365
-1,284
-0.7% -$49.4K 2.22% 9
2023
Q3 		$6.7M Buy
178,649
+2,102
+1% +$80.1K 2.3% 9
2023
Q2 		$6.69M Sell
176,547
-6,980
-4% -$255K 2.26% 9
2023
Q1 		$6.59M Sell
183,527
-4,264
-2% -$150K 2.59% 8
2022
Q4 		$6.46M Sell
187,791
-1,835
-1% -$62.6K 2.49% 8
2022
Q3 		$6.16M Sell
189,626
-2,238
-1% -$76.2K 3.03% 7
2022
Q2 		$6.35M Buy
+191,864
New +$6.56M 2.9% 8
2022
Q1 		– Sell
-166,962
Closed -$6.01M – 179
2021
Q4 		$6.01M Buy
+166,962
New +$5.94M 2.47% 10

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
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 $635M 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 $841M AUM 20.71% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return