Tradition Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Tradition Wealth Management’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	$1M	Buy	19,003 +2,568	+16%	+$133K	0.06%	212
2026 Q1	$812K	Buy	+16,435	New	+$822K	0.06%	221
2023 Q3	–	Sell	-155	Closed	-$6K	–	1365
2023 Q2	$6K	Buy	+155	New	+$5.66K	﹤0.01%	1145
2022 Q2	–	Sell	-187	Closed	-$7K	–	1089
2022 Q1	$7K	Hold	187	–	–	﹤0.01%	963
2021 Q4	$7K	Buy	+187	New	+$6.65K	﹤0.01%	984

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

Tradition Wealth Management's BUFF Position: Q2 2026 in Review

Tradition Wealth Management increased its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 16% in Q2 2026, buying an estimated $133K and bringing the position to 19,003 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #212.

Tradition Wealth Management first reported a position in BUFF in Q4 2021 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Tradition Wealth Management held 19,003 shares of Innovator Laddered Allocation Power Buffer ETF worth $1M as of Q2 2026.
Tradition Wealth Management bought 2,568 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $133K.
Innovator Laddered Allocation Power Buffer ETF made up 0.06% of Tradition Wealth Management's portfolio in Q2 2026, its #212 holding.
Tradition Wealth Management first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2021 and has held it in 5 quarters since.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.