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

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

Southland Equity Partners's BUFF Position: Q2 2026 in Review

Southland Equity Partners held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q2 2026 at 50,291 shares worth $2.65M. The position accounts for 0.46% of the portfolio, ranked #50.

Southland Equity Partners first reported a position in BUFF in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.25M in Q1 2024. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Southland Equity Partners held 50,291 shares of Innovator Laddered Allocation Power Buffer ETF worth $2.65M as of Q2 2026.
Southland Equity Partners left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q2 2026.
Innovator Laddered Allocation Power Buffer ETF made up 0.46% of Southland Equity Partners's portfolio in Q2 2026, its #50 holding.
Southland Equity Partners first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2021 and has held it in 18 quarters since.
Southland Equity Partners's Innovator Laddered Allocation Power Buffer ETF position peaked at $7.25M in Q1 2024.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.