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Bedel Financial Consulting’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Bedel Financial Consulting’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 		$2.03M Buy
56,626
+5,475
+11% +$201K 0.23% 56
2025
Q4 		$1.87M Buy
51,151
+8,932
+21% +$322K 0.2% 60
2025
Q3 		$1.51M Sell
42,219
-646
-2% -$22.5K 0.19% 71
2025
Q2 		$1.45M Sell
42,865
-868
-2% -$27.7K 0.2% 68
2025
Q1 		$1.37M Sell
43,733
-3,937
-8% -$128K 0.2% 66
2024
Q4 		$1.57M Buy
47,670
+7,023
+17% +$226K 0.22% 64
2024
Q3 		$1.28M Buy
40,647
+1,722
+4% +$53.2K 0.18% 71
2024
Q2 		$1.19M Buy
38,925
+5,434
+16% +$161K 0.17% 68
2024
Q1 		$984K Sell
33,491
-9,893
-23% -$283K 0.15% 77
2023
Q4 		$1.2M Buy
43,384
+19,115
+79% +$503K 0.22% 63
2023
Q3 		$619K Buy
24,269
+9,724
+67% +$255K 0.13% 100
2023
Q2 		$380K Buy
14,545
+967
+7% +$24.1K 0.08% 148
2023
Q1 		$332K Buy
13,578
+2,461
+22% +$58.8K 0.08% 152
2022
Q4 		$256K Buy
11,117
+436
+4% +$10K 0.06% 182
2022
Q3 		$242K Buy
+10,681
New +$248K 0.06% 182

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

Bedel Financial Consulting's BUFB Position: Q1 2026 in Review

Bedel Financial Consulting increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 11% in Q1 2026, buying an estimated $201K and bringing the position to 56,626 shares worth $2.03M. The position accounts for 0.23% of the portfolio, ranked #56.

Bedel Financial Consulting first reported a position in BUFB in Q3 2022 and has held it in 15 quarters since. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

  • Bedel Financial Consulting held 56,626 shares of Innovator Laddered Allocation Buffer ETF worth $2.03M as of Q1 2026.
  • Bedel Financial Consulting bought 5,475 Innovator Laddered Allocation Buffer ETF shares in Q1 2026, an estimated $201K.
  • Innovator Laddered Allocation Buffer ETF made up 0.23% of Bedel Financial Consulting's portfolio in Q1 2026, its #56 holding.
  • Bedel Financial Consulting first reported a position in Innovator Laddered Allocation Buffer ETF in Q3 2022 and has held it in 15 quarters since.
  • 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.