Stegent Equity Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Stegent Equity 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	$340K	Hold	6,460	–	–	0.24%	83
2026 Q1	$319K	Hold	6,460	–	–	0.27%	86
2025 Q4	$322K	Sell	6,460 -3,866	-37%	-$191K	0.25%	93
2025 Q3	$504K	Hold	10,326	–	–	0.41%	65
2025 Q2	$485K	Hold	10,326	–	–	0.43%	70
2025 Q1	$455K	Hold	10,326	–	–	0.46%	65
2024 Q4	$464K	Hold	10,326	–	–	0.47%	53
2024 Q3	$456K	Sell	10,326 -1,190	-10%	-$51.6K	0.5%	50
2024 Q2	$494K	Sell	11,516 -8,785	-43%	-$369K	0.51%	44
2024 Q1	$847K	Sell	20,301 -4,593	-18%	-$188K	0.86%	41
2023 Q4	$998K	Sell	24,894 -21,007	-46%	-$809K	1.18%	32
2023 Q3	$1.72M	Sell	45,901 -19,248	-30%	-$734K	2.18%	17
2023 Q2	$2.47M	Sell	65,149 -2,488	-4%	-$90.8K	2.76%	8
2023 Q1	$2.43M	Buy	67,637 +5,411	+9%	+$191K	2.41%	9
2022 Q4	$2.14M	Sell	62,226 -5,051	-8%	-$172K	2.56%	10
2022 Q3	$2.19M	Sell	67,277 -6,630	-9%	-$226K	3.28%	8
2022 Q2	$2.45M	Sell	73,907 -2,391	-3%	-$81.8K	3.17%	7
2022 Q1	$2.73M	Sell	76,298 -4,752	-6%	-$168K	2.3%	12
2021 Q4	$2.92M	Buy	+81,050	New	+$2.88M	2.37%	11

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

Stegent Equity Advisors's BUFF Position: Q2 2026 in Review

Stegent Equity Advisors held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q2 2026 at 6,460 shares worth $340K. The position accounts for 0.24% of the portfolio, ranked #83.

Stegent Equity Advisors first reported a position in BUFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.92M in Q4 2021. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Stegent Equity Advisors held 6,460 shares of Innovator Laddered Allocation Power Buffer ETF worth $340K as of Q2 2026.
Stegent Equity Advisors left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q2 2026.
Innovator Laddered Allocation Power Buffer ETF made up 0.24% of Stegent Equity Advisors's portfolio in Q2 2026, its #83 holding.
Stegent Equity Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2021 and has held it in 19 quarters since.
Stegent Equity Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $2.92M in Q4 2021.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.