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 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

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

HWMO

Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 32.53% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

4J Wealth Management's BUFB Position: Q2 2026 in Review

4J Wealth Management reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 9.2% in Q2 2026, selling an estimated $75.1K and leaving 19,354 shares worth $761K. The position accounts for 0.37% of the portfolio, ranked #47.

4J Wealth Management first reported a position in BUFB in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.33M in Q1 2025. 41 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

4J Wealth Management held 19,354 shares of Innovator Laddered Allocation Buffer ETF worth $761K as of Q2 2026.
4J Wealth Management sold 1,955 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $75.1K.
Innovator Laddered Allocation Buffer ETF made up 0.37% of 4J Wealth Management's portfolio in Q2 2026, its #47 holding.
4J Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2024 and has held it in 10 quarters since.
4J Wealth Management's Innovator Laddered Allocation Buffer ETF position peaked at $6.33M in Q1 2025.
41 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.