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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
Q2 		$2.43M Buy
61,726
+5,100
+9% +$196K 0.23% 54
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
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
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
Osaic Holdings
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

Bedel Financial Consulting's BUFB Position: Q2 2026 in Review

Bedel Financial Consulting increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 9% in Q2 2026, buying an estimated $196K and bringing the position to 61,726 shares worth $2.43M. The position accounts for 0.23% of the portfolio, ranked #54.

Bedel Financial Consulting first reported a position in BUFB in Q3 2022 and has held it in 16 quarters since. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • Bedel Financial Consulting held 61,726 shares of Innovator Laddered Allocation Buffer ETF worth $2.43M as of Q2 2026.
  • Bedel Financial Consulting bought 5,100 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $196K.
  • Innovator Laddered Allocation Buffer ETF made up 0.23% of Bedel Financial Consulting's portfolio in Q2 2026, its #54 holding.
  • Bedel Financial Consulting first reported a position in Innovator Laddered Allocation Buffer ETF in Q3 2022 and has held it in 16 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.