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BUFF icon

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

Visionary 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 		$3.01M Sell
57,170
-6,315
-10% -$327K 0.12% 170
2026
Q1 		$3.14M Sell
63,485
-23,184
-27% -$1.16M 0.14% 158
2025
Q4 		$4.32M Sell
86,669
-7,381
-8% -$364K 0.19% 125
2025
Q3 		$4.59M Buy
94,050
+4,274
+5% +$205K 0.21% 112
2025
Q2 		$4.22M Sell
89,776
-2,720
-3% -$122K 0.22% 112
2025
Q1 		$4.08M Buy
92,496
+355
+0.4% +$16K 0.24% 109
2024
Q4 		$4.14M Buy
92,141
+1,151
+1% +$51.5K 0.24% 107
2024
Q3 		$4.01M Buy
90,990
+5,018
+6% +$217K 0.24% 105
2024
Q2 		$3.69M Buy
85,972
+13,457
+19% +$566K 0.24% 107
2024
Q1 		$3.03M Buy
72,515
+26
+0% +$1.06K 0.2% 123
2023
Q4 		$2.91M Buy
72,489
+13,860
+24% +$533K 0.21% 121
2023
Q3 		$2.2M Buy
58,629
+2,411
+4% +$91.9K 0.18% 133
2023
Q2 		$2.13M Buy
56,218
+6,348
+13% +$232K 0.17% 135
2023
Q1 		$1.79M Buy
49,870
+20,589
+70% +$726K 0.15% 140
2022
Q4 		$1.01M Buy
+29,281
New +$999K 0.09% 174

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

Visionary Wealth Advisors's BUFF Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 9.9% in Q2 2026, selling an estimated $327K and leaving 57,170 shares worth $3.01M. The position accounts for 0.12% of the portfolio, ranked #170.

Visionary Wealth Advisors first reported a position in BUFF in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.59M in Q3 2025. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • Visionary Wealth Advisors held 57,170 shares of Innovator Laddered Allocation Power Buffer ETF worth $3.01M as of Q2 2026.
  • Visionary Wealth Advisors sold 6,315 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $327K.
  • Innovator Laddered Allocation Power Buffer ETF made up 0.12% of Visionary Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • Visionary Wealth Advisors first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q4 2022 and has held it in 15 quarters since.
  • Visionary Wealth Advisors's Innovator Laddered Allocation Power Buffer ETF position peaked at $4.59M in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

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