Columbia Advisory Partners’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Columbia Advisory Partners’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	$7.4M	Buy	188,191 +5,071	+3%	+$195K	4.08%	4
2026 Q1	$6.58M	Buy	183,120 +41,572	+29%	+$1.52M	4.2%	4
2025 Q4	$5.19M	Buy	141,548 +65,739	+87%	+$2.37M	3.53%	7
2025 Q3	$2.71M	Buy	75,809 +41,633	+122%	+$1.45M	1.87%	10
2025 Q2	$1.16M	Buy	+34,176	New	+$1.09M	0.88%	28

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

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

HWMO

Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 32.53% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

Columbia Advisory Partners's BUFB Position: Q2 2026 in Review

Columbia Advisory Partners increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 2.8% in Q2 2026, buying an estimated $195K and bringing the position to 188,191 shares worth $7.4M. The position accounts for 4.08% of the portfolio, ranked #4.

Columbia Advisory Partners first reported a position in BUFB in Q2 2025 and has held it in 5 quarters since. 35 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

Columbia Advisory Partners held 188,191 shares of Innovator Laddered Allocation Buffer ETF worth $7.4M as of Q2 2026.
Columbia Advisory Partners bought 5,071 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $195K.
Innovator Laddered Allocation Buffer ETF made up 4.08% of Columbia Advisory Partners's portfolio in Q2 2026, its #4 holding.
Columbia Advisory Partners first reported a position in Innovator Laddered Allocation Buffer ETF in Q2 2025 and has held it in 5 quarters since.
35 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.