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COFG Advisors’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

COFG Advisors’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 		$243K Hold
6,775
– – 0.06% 210
2025
Q4 		$248K Buy
+6,775
New +$244K 0.06% 196

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CWM
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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

COFG Advisors's BUFB Position: Q1 2026 in Review

COFG Advisors held its Innovator Laddered Allocation Buffer ETF (BUFB) position steady in Q1 2026 at 6,775 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #210.

COFG Advisors first reported a position in BUFB in Q4 2025 and has held it in 2 quarters since. The position peaked at $248K in Q4 2025. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

  • COFG Advisors held 6,775 shares of Innovator Laddered Allocation Buffer ETF worth $243K as of Q1 2026.
  • COFG Advisors left its Innovator Laddered Allocation Buffer ETF share count unchanged in Q1 2026.
  • Innovator Laddered Allocation Buffer ETF made up 0.06% of COFG Advisors's portfolio in Q1 2026, its #210 holding.
  • COFG Advisors first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • COFG Advisors's Innovator Laddered Allocation Buffer ETF position peaked at $248K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on COFG Advisors's 13F filing for Q1 2026, filed 11 May 2026.