AI
BUFB icon

Atria Investments’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Atria Investments’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 		$942K Buy
23,962
+12,275
+105% +$472K 0.01% 1152
2026
Q1 		$420K Buy
11,687
+2,215
+23% +$81.2K ﹤0.01% 1543
2025
Q4 		$347K Sell
9,472
-212
-2% -$7.65K ﹤0.01% 1659
2025
Q3 		$346K Sell
9,684
-76
-0.8% -$2.64K ﹤0.01% 1637
2025
Q2 		$331K Sell
9,760
-670
-6% -$21.4K ﹤0.01% 1662
2025
Q1 		$328K Sell
10,430
-100
-0.9% -$3.24K ﹤0.01% 1574
2024
Q4 		$340K Sell
10,530
-27
-0.3% -$869 ﹤0.01% 1535
2024
Q3 		$333K Sell
10,557
-109
-1% -$3.37K ﹤0.01% 1567
2024
Q2 		$326K Buy
+10,666
New +$317K ﹤0.01% 1540

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 $104B AUM 28.3% 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

Atria Investments's BUFB Position: Q2 2026 in Review

Atria Investments increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 105% in Q2 2026, buying an estimated $472K and bringing the position to 23,962 shares worth $942K. The position accounts for 0.01% of the portfolio, ranked #1152.

Atria Investments first reported a position in BUFB in Q2 2024 and has held it in 9 quarters since. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • Atria Investments held 23,962 shares of Innovator Laddered Allocation Buffer ETF worth $942K as of Q2 2026.
  • Atria Investments bought 12,275 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $472K.
  • Innovator Laddered Allocation Buffer ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1152 holding.
  • Atria Investments first reported a position in Innovator Laddered Allocation Buffer ETF in Q2 2024 and has held it in 9 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.