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Benson Wealth Management’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Benson Wealth Management’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 		$3.63M Buy
92,290
+91,109
+7,715% +$3.5M 3.65% 5
2026
Q1 		$42.4K Buy
+1,181
New +$43.3K 0.06% 100

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 $103B AUM 28.65% 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

Benson Wealth Management's BUFB Position: Q2 2026 in Review

Benson Wealth Management increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 7,715% in Q2 2026, buying an estimated $3.5M and bringing the position to 92,290 shares worth $3.63M. The position accounts for 3.65% of the portfolio, ranked #5.

Benson Wealth Management first reported a position in BUFB in Q1 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • Benson Wealth Management held 92,290 shares of Innovator Laddered Allocation Buffer ETF worth $3.63M as of Q2 2026.
  • Benson Wealth Management bought 91,109 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $3.5M.
  • Innovator Laddered Allocation Buffer ETF made up 3.65% of Benson Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Benson Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

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