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Capital Investment Advisory Services’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Capital Investment Advisory Services’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 		$642K Buy
16,334
+215
+1% +$8.26K 0.04% 391
2026
Q1 		$579K Buy
16,119
+8,880
+123% +$326K 0.04% 370
2025
Q4 		$265K Sell
7,239
-168
-2% -$6.06K 0.02% 538
2025
Q3 		$265K Buy
7,407
+70
+1% +$2.43K 0.02% 505
2025
Q2 		$249K Buy
7,337
+738
+11% +$23.5K 0.02% 500
2025
Q1 		$207K Sell
6,599
-79
-1% -$2.56K 0.02% 525
2024
Q4 		$216K Hold
6,678
– – 0.02% 474
2024
Q3 		$211K Hold
6,678
– – 0.02% 487
2024
Q2 		$204K Sell
6,678
-302
-4% -$8.96K 0.02% 491
2024
Q1 		$205K Buy
6,980
+535
+8% +$15.3K 0.02% 479
2023
Q4 		$179K Sell
6,445
-119
-2% -$3.13K 0.02% 504
2023
Q3 		$167K Buy
+6,564
New +$172K 0.02% 497
2022
Q4 		– Sell
-119
Closed -$3K – 813
2022
Q3 		$3K Buy
119
+44
+59% +$1.02K ﹤0.01% 756
2022
Q2 		$2K Buy
+75
New +$1.76K ﹤0.01% 793

Other funds holding BUFB

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 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
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
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Capital Investment Advisory Services's BUFB Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 1.3% in Q2 2026, buying an estimated $8.26K and bringing the position to 16,334 shares worth $642K. The position accounts for 0.04% of the portfolio, ranked #391.

Capital Investment Advisory Services first reported a position in BUFB in Q2 2022 and has held it in 14 quarters since. 25 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • Capital Investment Advisory Services held 16,334 shares of Innovator Laddered Allocation Buffer ETF worth $642K as of Q2 2026.
  • Capital Investment Advisory Services bought 215 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $8.26K.
  • Innovator Laddered Allocation Buffer ETF made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #391 holding.
  • Capital Investment Advisory Services first reported a position in Innovator Laddered Allocation Buffer ETF in Q2 2022 and has held it in 14 quarters since.
  • 25 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.