CreativeOne Wealth’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

CreativeOne Wealth’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	$1.33M	Buy	33,803 +729	+2%	+$28K	0.03%	480
2026 Q1	$1.19M	Buy	33,074 +68	+0.2%	+$2.49K	0.03%	510
2025 Q4	$1.21M	Buy	33,006 +2,658	+9%	+$95.9K	0.03%	483
2025 Q3	$1.08M	Buy	30,348 +4,097	+16%	+$142K	0.03%	519
2025 Q2	$889K	Sell	26,251 -34,780	-57%	-$1.11M	0.02%	569
2025 Q1	$1.92M	Buy	61,031 +54,013	+770%	+$1.75M	0.06%	315
2024 Q4	$227K	Buy	+7,018	New	+$226K	0.01%	978

Other funds holding BUFB

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CreativeOne Wealth's BUFB Position: Q2 2026 in Review

CreativeOne Wealth increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 2.2% in Q2 2026, buying an estimated $28K and bringing the position to 33,803 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #480.

CreativeOne Wealth first reported a position in BUFB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.92M in Q1 2025. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

CreativeOne Wealth held 33,803 shares of Innovator Laddered Allocation Buffer ETF worth $1.33M as of Q2 2026.
CreativeOne Wealth bought 729 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $28K.
Innovator Laddered Allocation Buffer ETF made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #480 holding.
CreativeOne Wealth first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2024 and has held it in 7 quarters since.
CreativeOne Wealth's Innovator Laddered Allocation Buffer ETF position peaked at $1.92M in Q1 2025.
96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.