CPP
RBUF

Capasso Planning Partners’s Innovator U.S. Small Cap 10 Buffer ETF - Quarterly RBUF Stock Holding History

Capasso Planning Partners’s Portfolio RBUF Stock Details RBUF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-39,263
Closed -$1.02M – 105
2025
Q1 		$1.02M Sell
39,263
-3,458
-8% -$90.6K 0.43% 44
2024
Q4 		$1.12M Buy
+42,721
New +$1.14M 0.45% 45

Other funds holding RBUF

PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
T
Tableaux Stockbridge, Massachusetts $206M AUM 21.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
MI
Motiv8 Investments Port St. Lucie, Florida $183K AUM 15.06% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capasso Planning Partners's RBUF Position: Q2 2025 in Review

Capasso Planning Partners sold out of Innovator U.S. Small Cap 10 Buffer ETF - Quarterly (RBUF) in Q2 2025, closing a stake of 39,263 shares — an estimated $1.02M sold.

Capasso Planning Partners first reported a position in RBUF in Q4 2024 and held it in 2 quarters. The position peaked at $1.12M in Q4 2024. 27 funds tracked by Wall St. Rank hold RBUF as of Q2 2025.

  • Capasso Planning Partners reported no remaining Innovator U.S. Small Cap 10 Buffer ETF - Quarterly position as of Q2 2025 after selling out during the quarter.
  • Capasso Planning Partners sold 39,263 Innovator U.S. Small Cap 10 Buffer ETF - Quarterly shares in Q2 2025, an estimated $1.02M.
  • Capasso Planning Partners first reported a position in Innovator U.S. Small Cap 10 Buffer ETF - Quarterly in Q4 2024 and held it in 2 quarters.
  • Capasso Planning Partners's Innovator U.S. Small Cap 10 Buffer ETF - Quarterly position peaked at $1.12M in Q4 2024.
  • 27 funds tracked by Wall St. Rank held Innovator U.S. Small Cap 10 Buffer ETF - Quarterly as of Q2 2025.

Based on Capasso Planning Partners's 13F filing for Q2 2025, filed 6 Aug 2025.