Blue Bell Private Wealth Management’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Blue Bell Private Wealth Management's BUFB Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 1.5% in Q1 2026, buying an estimated $5.17K and bringing the position to 9,765 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #211.

Blue Bell Private Wealth Management first reported a position in BUFB in Q2 2022 and has held it in 16 quarters since. The position peaked at $353K in Q4 2025. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

• Blue Bell Private Wealth Management held 9,765 shares of Innovator Laddered Allocation Buffer ETF worth $351K as of Q1 2026.
• Blue Bell Private Wealth Management bought 141 Innovator Laddered Allocation Buffer ETF shares in Q1 2026, an estimated $5.17K.
• Innovator Laddered Allocation Buffer ETF made up 0.05% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #211 holding.
• Blue Bell Private Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q2 2022 and has held it in 16 quarters since.
• Blue Bell Private Wealth Management's Innovator Laddered Allocation Buffer ETF position peaked at $353K in Q4 2025.
• 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.