4J Wealth Management
BUFB icon

4J Wealth Management’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

4J Wealth Management’s Portfolio BUFB Stock Details BUFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$741K Sell
18,406
-948
-5% -$37.8K 0.34% 50
2026
Q2 		$761K Sell
19,354
-1,955
-9% -$75.1K 0.37% 47
2026
Q1 		$765K Sell
21,309
-545
-2% -$20K 0.43% 42
2025
Q4 		$801K Sell
21,854
-475
-2% -$17.1K 0.46% 39
2025
Q3 		$798K Sell
22,329
-3,241
-13% -$113K 0.47% 39
2025
Q2 		$866K Sell
25,570
-175,883
-87% -$5.61M 0.59% 35
2025
Q1 		$6.33M Buy
201,453
+62,190
+45% +$2.02M 4.99% 5
2024
Q4 		$4.5M Buy
139,263
+8,394
+6% +$270K 3.64% 7
2024
Q3 		$4.13M Buy
130,869
+8,041
+7% +$248K 3.2% 8
2024
Q2 		$3.75M Buy
122,828
+6,158
+5% +$183K 3.1% 9
2024
Q1 		$3.43M Buy
+116,670
New +$3.34M 2.96% 9

Other funds holding BUFB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

4J Wealth Management's BUFB Position: Q3 2026 in Review

4J Wealth Management reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 4.9% in Q3 2026, selling an estimated $37.8K and leaving 18,406 shares worth $741K. The position accounts for 0.34% of the portfolio, ranked #50.

4J Wealth Management first reported a position in BUFB in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.33M in Q1 2025. 64 funds tracked by Wall St. Rank hold BUFB as of Q3 2026.

  • 4J Wealth Management held 18,406 shares of Innovator Laddered Allocation Buffer ETF worth $741K as of Q3 2026.
  • 4J Wealth Management sold 948 Innovator Laddered Allocation Buffer ETF shares in Q3 2026, an estimated $37.8K.
  • Innovator Laddered Allocation Buffer ETF made up 0.34% of 4J Wealth Management's portfolio in Q3 2026, its #50 holding.
  • 4J Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2024 and has held it in 11 quarters since.
  • 4J Wealth Management's Innovator Laddered Allocation Buffer ETF position peaked at $6.33M in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.