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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
Q2 		$1.64M Sell
31,185
-2,598
-8% -$135K 0.64% 27
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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
Janney Montgomery Scott
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

Vestia Personal Wealth Advisors's BUFF Position: Q2 2026 in Review

Vestia Personal Wealth Advisors reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 7.7% in Q2 2026, selling an estimated $135K and leaving 31,185 shares worth $1.64M. The position accounts for 0.64% of the portfolio, ranked #27.

Vestia Personal Wealth Advisors first reported a position in BUFF in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.77M in Q3 2025. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • Vestia Personal Wealth Advisors held 31,185 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.64M as of Q2 2026.
  • Vestia Personal Wealth Advisors sold 2,598 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $135K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.64% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Vestia Personal Wealth Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q2 2024 and has held it in 9 quarters since.
  • Vestia Personal Wealth Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $1.77M in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.