CWM
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Cornerstone Wealth Management’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Cornerstone Wealth Management’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
Q3 		$333K Buy
+8,277
New +$330K 0.01% 585

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CWM
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Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Cornerstone Wealth Management's BUFB Position: Q3 2026 in Review

Cornerstone Wealth Management opened a new position in Innovator Laddered Allocation Buffer ETF (BUFB) in Q3 2026: 8,277 shares worth $333K. The stake represents 0.01% of the portfolio and ranks #585 among its holdings.

64 funds tracked by Wall St. Rank hold BUFB as of Q3 2026.

  • Cornerstone Wealth Management held 8,277 shares of Innovator Laddered Allocation Buffer ETF worth $333K as of Q3 2026.
  • Innovator Laddered Allocation Buffer ETF was a new Cornerstone Wealth Management position in Q3 2026.
  • Innovator Laddered Allocation Buffer ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #585 holding.
  • 64 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.