AWM
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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Axxcess Wealth Management's BUFB Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q1 2026, closing a stake of 17,742 shares — an estimated $650K sold.

Axxcess Wealth Management first reported a position in BUFB in Q2 2024 and held it in 7 quarters. The position peaked at $18.1M in Q1 2025. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 17,742 Innovator Laddered Allocation Buffer ETF shares in Q1 2026, an estimated $650K.
  • Axxcess Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q2 2024 and held it in 7 quarters.
  • Axxcess Wealth Management's Innovator Laddered Allocation Buffer ETF position peaked at $18.1M in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.