Wealth Enhancement Advisory Services
BUFF icon

Wealth Enhancement Advisory Services’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.1M Sell
20,815
-182
-0.9% -$9.43K ﹤0.01% 2001
2026
Q1 		$1.04M Sell
20,997
-22,391
-52% -$1.12M ﹤0.01% 1769
2025
Q4 		$2.18M Sell
43,388
-1,839
-4% -$90.6K ﹤0.01% 1463
2025
Q3 		$2.21M Sell
45,227
-5,048
-10% -$242K ﹤0.01% 1377
2025
Q2 		$2.37M Buy
50,275
+2,784
+6% +$125K ﹤0.01% 1269
2025
Q1 		$2.09M Sell
47,491
-6,129
-11% -$277K ﹤0.01% 1222
2024
Q4 		$2.41M Buy
53,620
+10,831
+25% +$485K ﹤0.01% 1081
2024
Q3 		$1.89M Buy
42,789
+156
+0.4% +$6.76K ﹤0.01% 1084
2024
Q2 		$1.83M Buy
42,633
+8,977
+27% +$377K ﹤0.01% 1020
2024
Q1 		$1.4M Buy
33,656
+405
+1% +$16.5K ﹤0.01% 1096
2023
Q4 		$1.33M Buy
33,251
+6,171
+23% +$238K ﹤0.01% 1046
2023
Q3 		$1.02M Buy
+27,080
New +$1.03M ﹤0.01% 1087

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

Wealth Enhancement Advisory Services's BUFF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 0.87% in Q2 2026, selling an estimated $9.43K and leaving 20,815 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Wealth Enhancement Advisory Services first reported a position in BUFF in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.41M in Q4 2024. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 20,815 shares of Innovator Laddered Allocation Power Buffer ETF worth $1.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 182 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $9.43K.
  • Innovator Laddered Allocation Power Buffer ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2001 holding.
  • Wealth Enhancement Advisory Services first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Innovator Laddered Allocation Power Buffer ETF position peaked at $2.41M in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.