AWM
BUFB icon

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

AE 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 		$14.3K Buy
363
+31
+9% +$1.19K ﹤0.01% 2324
2026
Q1 		$11.9K Buy
332
+3
+0.9% +$110 ﹤0.01% 2239
2025
Q4 		$12.1K Hold
329
– – ﹤0.01% 2109
2025
Q3 		$11.8K Sell
329
-22
-6% -$765 ﹤0.01% 1982
2025
Q2 		$11.9K Sell
351
-3,550
-91% -$113K ﹤0.01% 1848
2025
Q1 		$123K Sell
3,901
-10,941
-74% -$355K ﹤0.01% 1393
2024
Q4 		$479K Buy
+14,842
New +$478K ﹤0.01% 924

Other funds holding BUFB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 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

AE Wealth Management's BUFB Position: Q2 2026 in Review

AE Wealth Management increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 9.3% in Q2 2026, buying an estimated $1.19K and bringing the position to 363 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

AE Wealth Management first reported a position in BUFB in Q4 2024 and has held it in 7 quarters since. The position peaked at $479K in Q4 2024. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • AE Wealth Management held 363 shares of Innovator Laddered Allocation Buffer ETF worth $14.3K as of Q2 2026.
  • AE Wealth Management bought 31 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $1.19K.
  • Innovator Laddered Allocation Buffer ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2324 holding.
  • AE Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's Innovator Laddered Allocation Buffer ETF position peaked at $479K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.