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Vestia Personal Wealth Advisors’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Vestia Personal Wealth 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
Q1 		$1.67M Sell
33,783
-91
-0.3% -$4.55K 0.78% 24
2025
Q4 		$1.7M Sell
33,874
-2,284
-6% -$113K 0.86% 24
2025
Q3 		$1.77M Sell
36,158
-194
-0.5% -$9.3K 1.02% 21
2025
Q2 		$1.71M Sell
36,352
-1,095
-3% -$49K 1.17% 16
2025
Q1 		$1.65M Sell
37,447
-922
-2% -$41.6K 1.31% 16
2024
Q4 		$1.72M Sell
38,369
-1,419
-4% -$63.5K 1.42% 15
2024
Q3 		$1.76M Sell
39,788
-632
-2% -$27.4K 1.65% 13
2024
Q2 		$1.73M Buy
+40,420
New +$1.7M 1.85% 13

Other funds holding BUFF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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 $218M AUM 14.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Vestia Personal Wealth Advisors's BUFF Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 0.27% in Q1 2026, selling an estimated $4.55K and leaving 33,783 shares worth $1.67M. The position accounts for 0.78% of the portfolio, ranked #24.

Vestia Personal Wealth Advisors first reported a position in BUFF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.77M in Q3 2025. 151 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

  • Vestia Personal Wealth Advisors held 33,783 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.67M as of Q1 2026.
  • Vestia Personal Wealth Advisors sold 91 Innovator Laddered Allocation Power Buffer ETF shares in Q1 2026, an estimated $4.55K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.78% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • Vestia Personal Wealth Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2024 and has held it in 8 quarters since.
  • Vestia Personal Wealth Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $1.77M in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.