Balboa Wealth Partners’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Balboa Wealth Partners’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	$211K	Buy	+5,375	New	+$207K	0.03%	434

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 $103B AUM 28.65% 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

Balboa Wealth Partners's BUFB Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Innovator Laddered Allocation Buffer ETF (BUFB) in Q2 2026: 5,375 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #434 among its holdings.

96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

Balboa Wealth Partners held 5,375 shares of Innovator Laddered Allocation Buffer ETF worth $211K as of Q2 2026.
Innovator Laddered Allocation Buffer ETF was a new Balboa Wealth Partners position in Q2 2026.
Innovator Laddered Allocation Buffer ETF made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #434 holding.
96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.