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Bellwether Advisors’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Bellwether Advisors’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
2025
Q3 		– Sell
-3,396
Closed -$115K – 198
2025
Q2 		$115K Hold
3,396
– – 0.02% 158
2025
Q1 		$107K Hold
3,396
– – 0.02% 163
2024
Q4 		$110K Buy
+3,396
New +$109K 0.02% 170

Other funds holding BUFB

AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
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
SF
Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 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

Bellwether Advisors's BUFB Position: Q3 2025 in Review

Bellwether Advisors sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q3 2025, closing a stake of 3,396 shares — an estimated $115K sold.

Bellwether Advisors first reported a position in BUFB in Q4 2024 and held it in 3 quarters. The position peaked at $115K in Q2 2025. 76 funds tracked by Wall St. Rank hold BUFB as of Q3 2025.

  • Bellwether Advisors reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 3,396 Innovator Laddered Allocation Buffer ETF shares in Q3 2025, an estimated $115K.
  • Bellwether Advisors first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2024 and held it in 3 quarters.
  • Bellwether Advisors's Innovator Laddered Allocation Buffer ETF position peaked at $115K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.