AGH Wealth Advisors’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

AGH Wealth Advisors’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	$2.39M	Buy	+59,305	New	+$2.37M	1.39%	18

Other funds holding BUFB

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 27.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

AGH Wealth Advisors's BUFB Position: Q3 2026 in Review

AGH Wealth Advisors opened a new position in Innovator Laddered Allocation Buffer ETF (BUFB) in Q3 2026: 59,305 shares worth $2.39M. The stake represents 1.39% of the portfolio and ranks #18 among its holdings.

40 funds tracked by Wall St. Rank hold BUFB as of Q3 2026.

AGH Wealth Advisors held 59,305 shares of Innovator Laddered Allocation Buffer ETF worth $2.39M as of Q3 2026.
Innovator Laddered Allocation Buffer ETF was a new AGH Wealth Advisors position in Q3 2026.
Innovator Laddered Allocation Buffer ETF made up 1.39% of AGH Wealth Advisors's portfolio in Q3 2026, its #18 holding.
40 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.