CWMK
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Caliber Wealth Management (Kansas)’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Caliber Wealth Management (Kansas)’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 		$1.94M Sell
49,314
-518
-1% -$19.9K 0.19% 99
2026
Q1 		$1.79M Buy
49,832
+36,721
+280% +$1.35M 0.2% 97
2025
Q4 		$480K Sell
13,111
-176
-1% -$6.35K 0.05% 177
2025
Q3 		$475K Hold
13,287
– – 0.05% 175
2025
Q2 		$450K Buy
+13,287
New +$424K 0.05% 193

Other funds holding BUFB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s BUFB Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 1% in Q2 2026, selling an estimated $19.9K and leaving 49,314 shares worth $1.94M. The position accounts for 0.19% of the portfolio, ranked #99.

Caliber Wealth Management (Kansas) first reported a position in BUFB in Q2 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 49,314 shares of Innovator Laddered Allocation Buffer ETF worth $1.94M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 518 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $19.9K.
  • Innovator Laddered Allocation Buffer ETF made up 0.19% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #99 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Innovator Laddered Allocation Buffer ETF in Q2 2025 and has held it in 5 quarters since.
  • 50 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.