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

Axxcess 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	$259K	Buy	+6,589	New	+$253K	﹤0.01%	902
2026 Q1	–	Sell	-17,742	Closed	-$650K	–	463
2025 Q4	$650K	Sell	17,742 -435,108	-96%	-$15.7M	0.01%	622
2025 Q3	$16.2M	Sell	452,850 -26,940	-6%	-$936K	0.34%	60
2025 Q2	$16.3M	Sell	479,790 -97,496	-17%	-$3.11M	0.38%	51
2025 Q1	$18.1M	Buy	577,286 +109,436	+23%	+$3.55M	0.48%	46
2024 Q4	$15.1M	Buy	467,850 +59,877	+15%	+$1.93M	0.36%	56
2024 Q3	$12.9M	Buy	407,973 +388,530	+1,998%	+$12M	0.32%	61
2024 Q2	$593K	Buy	+19,443	New	+$577K	0.02%	491

Other funds holding BUFB

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

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

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

Axxcess Wealth Management opened a new position in Innovator Laddered Allocation Buffer ETF (BUFB) in Q2 2026: 6,589 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #902 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BUFB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BUFB in Q2 2024 and has held it in 8 quarters since. The position peaked at $18.1M in Q1 2025. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

Axxcess Wealth Management held 6,589 shares of Innovator Laddered Allocation Buffer ETF worth $259K as of Q2 2026.
Innovator Laddered Allocation Buffer ETF was a new Axxcess Wealth Management position in Q2 2026.
Innovator Laddered Allocation Buffer ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #902 holding.
Axxcess Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q2 2024 and has held it in 8 quarters since.
Axxcess Wealth Management's Innovator Laddered Allocation Buffer ETF position peaked at $18.1M in Q1 2025.
96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.