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Advisor Resource Council’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Advisor Resource Council’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
2025
Q1 		– Sell
-6,704
Closed -$217K – 598
2024
Q4 		$217K Buy
+6,704
New +$216K 0.16% 65

Other funds holding BUFB

CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $176M AUM 16.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Advisor Resource Council's BUFB Position: Q1 2025 in Review

Advisor Resource Council sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q1 2025, closing a stake of 6,704 shares — an estimated $217K sold.

Advisor Resource Council first reported a position in BUFB in Q4 2024 and held it in 1 quarter. The position peaked at $217K in Q4 2024. 72 funds tracked by Wall St. Rank hold BUFB as of Q1 2025.

  • Advisor Resource Council reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q1 2025 after selling out during the quarter.
  • Advisor Resource Council sold 6,704 Innovator Laddered Allocation Buffer ETF shares in Q1 2025, an estimated $217K.
  • Advisor Resource Council first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2024 and held it in 1 quarter.
  • Advisor Resource Council's Innovator Laddered Allocation Buffer ETF position peaked at $217K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2025.

Based on Advisor Resource Council's 13F filing for Q1 2025, filed 22 Apr 2025.