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Chapman Financial Group’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Chapman Financial Group’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
Q1 		$324K Sell
9,010
-145
-2% -$5.32K 0.23% 98
2025
Q4 		$335K Buy
9,155
+1,400
+18% +$50.5K 0.23% 96
2025
Q3 		$277K Hold
7,755
– – 0.19% 106
2025
Q2 		$263K Buy
+7,755
New +$247K 0.22% 85
2024
Q4 		$213K Buy
+6,580
New +$212K 0.17% 101

Other funds holding BUFB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 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 $157M AUM 17.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Chapman Financial Group's BUFB Position: Q1 2026 in Review

Chapman Financial Group reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 1.6% in Q1 2026, selling an estimated $5.32K and leaving 9,010 shares worth $324K. The position accounts for 0.23% of the portfolio, ranked #98.

Chapman Financial Group first reported a position in BUFB in Q4 2024 and has held it in 5 quarters since. The position peaked at $335K in Q4 2025. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

  • Chapman Financial Group held 9,010 shares of Innovator Laddered Allocation Buffer ETF worth $324K as of Q1 2026.
  • Chapman Financial Group sold 145 Innovator Laddered Allocation Buffer ETF shares in Q1 2026, an estimated $5.32K.
  • Innovator Laddered Allocation Buffer ETF made up 0.23% of Chapman Financial Group's portfolio in Q1 2026, its #98 holding.
  • Chapman Financial Group first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Innovator Laddered Allocation Buffer ETF position peaked at $335K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.