Public ownership evidence

Innovator Laddered Allocation Power Buffer ETF (BUFF) Ownership Disclosures

Read BUFF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Innovator Laddered Allocation Power Buffer ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Bernard Wealth Management Corp.
Report period
2026-06-30
Available
2026-08-22
Reported shares
4,572
Value (USD)
$240,853
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002056313-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BUFF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BUFF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Bernard Wealth Management Corp.2026-06-302026-08-224,572$240,853None
Kingsview Wealth Management, LLC2026-06-302026-08-20534,402$28,152,297None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2051,821$2,729,930None
Beacon Pointe Advisors, LLC2026-06-302026-08-19118,738$6,255,134None
JDM Financial Group LLC2026-06-302026-08-1941,001$2,159,933None
Orion Capital Management LLC2026-06-302026-08-19478$25,181None
Triton Financial Group Inc2026-06-302026-08-186,131$322,981None
Equitable Holdings, Inc.2026-06-302026-08-1820,913$1,101,697None
AMERIFLEX GROUP, INC.2026-06-302026-08-151,730$91,136None
Glen Eagle Advisors, LLC2026-06-302026-08-1549,308$2,597,519None
Mutual Advisors, LLC2026-06-302026-08-15246,563$12,988,939None
COFG Advisors, LLC2026-06-302026-08-156,649$350,269None
Bellwether Advisors, LLC2026-06-302026-08-158,587$452,363None
Western Wealth Management, LLC2026-06-302026-08-1518,403$969,469None
Foundations Investment Advisors, LLC2026-06-302026-08-154,327$227,946None
IFG Advisory, LLC2026-06-302026-08-1516,612$875,120None
OSAIC HOLDINGS, INC.2026-06-302026-08-1515,088$794,836None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,892$363,071None
OSAIC HOLDINGS, INC.2026-06-302026-08-15546,602$28,795,021None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-159,722$512,155None
Waverly Advisors, LLC2026-06-302026-08-155,416$285,315None
Harvest Investment Services, LLC2026-06-302026-08-156,900$363,492None
CITADEL ADVISORS LLC2026-06-302026-08-1543,868$2,310,966None
World Investment Advisors2026-06-302026-08-15152,508$8,032,994None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1552,966$2,790,249None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15154,667$8,147,858None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1572,268$3,807,078None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$22None
TOP Private Wealth LLC.2026-06-302026-08-1425,345$1,335,176None
Silver Grove Financial Group, Inc.2026-06-302026-08-14750$39,510None
MPWM ADVISORY SOLUTIONS, LLC2026-06-302026-08-142,700$142,236None
Visionary Wealth Advisors2026-06-302026-08-1457,170$3,011,716None
Capital Square, LLC2026-06-302026-08-144,852$257,107None
CreativeOne Wealth, LLC2026-06-302026-08-1479,875$4,207,815None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1420,703$1,090,634None
UBS Group AG2026-06-302026-08-14419$22,073None
UBS Group AG2026-06-302026-08-14100$5,268None
UBS Group AG2026-06-302026-08-14260,566$13,726,617None
Creative Planning2026-06-302026-08-1417,931$944,605None
Seros Financial, LLC2026-06-302026-08-1495,381$5,024,654None
Trek Financial, LLC2026-06-302026-08-1410,629$559,936None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1421,493$1,132,251None
MORGAN STANLEY2026-06-302026-08-142,311$121,743None
FMR LLC2026-06-302026-08-14664$34,954None
Regatta Research & Money Management2026-06-302026-08-13550$28,974None
Regatta Research & Money Management2026-06-302026-08-13241$12,696None
Regatta Research & Money Management2026-06-302026-08-13224$11,801None
Cetera Investment Advisers2026-06-302026-08-13658,695$34,700,077None
Advisory Services Network, LLC2026-06-302026-08-1334,162$1,799,630None
Empower Advisory Group, LLC2026-06-302026-08-134,413$232,477None

90-day public filing window, up to 50 source positions.

Bernard Wealth Management Corp. ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗JDM Financial Group LLC ↗Orion Capital Management LLC ↗Triton Financial Group Inc ↗Equitable Holdings, Inc. ↗AMERIFLEX GROUP, INC. ↗Glen Eagle Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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