BUFF — INNOVATOR ETFS TR

Ownership history in Lineweaver Wealth Advisors, LLC  ·  11 quarters on record

AI Ownership Summary

Lineweaver Wealth Advisors, LLC reported INNOVATOR ETFS TR (BUFF) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.3% in 2025 Q2. The latest visible filing shows BUFF at 0.27% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BUFF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lineweaver 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
2026 Q1

BUFF was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 Q2

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 2026 Q1

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.

BUFF stock page Lineweaver Wealth Advisors, LLC fund profile Lineweaver Wealth Advisors, LLC full holdings
How Lineweaver Wealth Advisors, LLC held BUFF — position size vs. price
% of Fund (quarterly)    BUFF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 39,917 — 0% 0.27% $2.0M 2026-04-08 $50.43
2025 Q4 UNCHANGED 39,917 — 0% 0.27% $2.0M 2026-01-14 $50.19
2025 Q3 REDUCED 39,917 -904 -2.2% 0.29% $2.0M 2025-10-10 $48.50
2025 Q2 ADDED 40,821 +2,558 +6.7% 0.30% $1.9M 2025-07-09 $47.20
2025 Q1 ADDED 38,263 +4,666 +13.9% 0.29% $1.7M 2025-05-02 $44.57
2024 Q4 ADDED 33,597 +2,226 +7.1% 0.28% $1.5M 2025-02-05 $45.72
2024 Q3 UNCHANGED 31,371 — 0% 0.26% $1.4M 2024-10-25 $44.39
2024 Q2 ADDED 31,371 +4,377 +16.2% 0.28% $1.3M 2024-08-02 $42.56
2024 Q1 ADDED 26,994 +10,479 +63.5% 0.27% $1.1M 2024-04-30 $41.36
2023 Q4 ADDED 16,515 +8,798 +114.0% 0.17% $662K 2024-01-19 $40.29
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BUFF

As of 2026 Q1 — sorted by position size

Holos Integrated Wealth LLC 8.19% Buska Wealth Management, LLC 3.79% City Center Advisors, LLC 1.45% Wisconsin Wealth Advisors, LLC 1.34% VESTIA PERSONAL WEALTH ADVISORS 0.78% Diligent Investors, LLC 3Y 7Y 0.51% Southland Equity Partners LLC 0.48% MILESTONE ASSET MANAGEMENT, LLC 3Y 0.41% SeaCrest Wealth Management, LLC 3Y 7Y 0.17% DHJJ Financial Advisors, Ltd. 3Y 0.1%

FAQ About Lineweaver 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 Lineweaver Wealth Advisors, LLC reported owning BUFF?

Lineweaver Wealth Advisors, LLC reported BUFF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BUFF position in Lineweaver Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BUFF was 0.30% in 2025 Q2.

What is the latest reported BUFF position on this page?

The most recent filing on this page is 2026 Q1, when Lineweaver Wealth Advisors, LLC reported 39,917 shares, equal to 0.27% of portfolio, with an estimated market value of $2.0M.

What does the chart on this BUFF ownership page compare?

The chart compares Lineweaver 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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