BUFF β€” INNOVATOR ETFS TR

Ownership history in Financial Network Wealth Advisors LLC  Β·  9 quarters on record

AI Ownership Summary

Financial Network Wealth Advisors LLC reported INNOVATOR ETFS TR (BUFF) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.95% in 2023 Q4. The latest visible filing shows BUFF at 2.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BUFF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Network Wealth Advisors LLC's position in INNOVATOR ETFS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BUFF was reported at 2.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.95% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Network Wealth Advisors LLC held BUFF β€” position size vs. price
% of Fund (quarterly)    BUFF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 39,636 -778 -1.9% 2.06% $2.0M 2026-02-14 (Est.) $50.12
2025 Q3 REDUCED 40,414 -6,353 -13.6% 2.16% $2.0M 2025-10-27 $49.34
2025 Q2 REDUCED 46,767 -3,252 -6.5% 2.67% $2.2M 2025-08-14 $48.11
2025 Q1 ADDED 50,019 +7,209 +16.8% 2.90% $2.2M 2025-05-13 $45.50
2024 Q4 REDUCED 42,810 -27,259 -38.9% 3.57% $1.9M 2025-02-14 $45.91
2024 Q3 REDUCED 70,069 -6,467 -8.4% 2.55% $3.1M 2024-11-15 $44.66
2024 Q2 REDUCED 76,536 -5,254 -6.4% 2.45% $3.3M 2024-08-14 $43.14
2024 Q1 REDUCED 81,790 -10,783 -11.6% 3.40% $3.4M 2024-05-14 $42.03
2023 Q4 INITIATED 92,573 β€” β€” 3.95% $3.7M 2024-02-14 $40.96

FAQ About Financial Network Wealth Advisors LLC and BUFF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Network Wealth Advisors LLC reported owning BUFF?

Financial Network Wealth Advisors LLC reported BUFF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BUFF position in Financial Network Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for BUFF was 3.95% in 2023 Q4.

What is the latest reported BUFF position on this page?

The most recent filing on this page is 2025 Q4, when Financial Network Wealth Advisors LLC reported 39,636 shares, equal to 2.06% of portfolio, with an estimated market value of $2.0M.

What does the chart on this BUFF ownership page compare?

The chart compares Financial Network Wealth Advisors LLC's quarterly BUFF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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