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

Waverly 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	$285K	Buy	+5,416	New	+$281K	﹤0.01%	1440

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

Waverly Advisors's BUFF Position: Q2 2026 in Review

Waverly Advisors opened a new position in Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q2 2026: 5,416 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings.

164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

Waverly Advisors held 5,416 shares of Innovator Laddered Allocation Power Buffer ETF worth $285K as of Q2 2026.
Innovator Laddered Allocation Power Buffer ETF was a new Waverly Advisors position in Q2 2026.
Innovator Laddered Allocation Power Buffer ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1440 holding.
164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.