Bank of Montreal
BUFB icon

Bank of Montreal’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Bank of Montreal’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 		$2.23K Hold
62
– – ﹤0.01% 3683
2025
Q4 		$2.28K Buy
+62
New +$2.24K ﹤0.01% 3540

Other funds holding BUFB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 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 $5.98B AUM 29.21% 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 $181M AUM 25.77% 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 $79.5B AUM 27.1% 1-Year Est. Return

Bank of Montreal's BUFB Position: Q1 2026 in Review

Bank of Montreal held its Innovator Laddered Allocation Buffer ETF (BUFB) position steady in Q1 2026 at 62 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3683.

Bank of Montreal first reported a position in BUFB in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.28K in Q4 2025. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

  • Bank of Montreal held 62 shares of Innovator Laddered Allocation Buffer ETF worth $2.23K as of Q1 2026.
  • Bank of Montreal left its Innovator Laddered Allocation Buffer ETF share count unchanged in Q1 2026.
  • Innovator Laddered Allocation Buffer ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3683 holding.
  • Bank of Montreal first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • Bank of Montreal's Innovator Laddered Allocation Buffer ETF position peaked at $2.28K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.