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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CreativeOne Wealth's BUFB Position: Q1 2026 in Review

CreativeOne Wealth increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 0.21% in Q1 2026, buying an estimated $2.49K and bringing the position to 33,074 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #510.

CreativeOne Wealth first reported a position in BUFB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.92M in Q1 2025. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

CreativeOne Wealth held 33,074 shares of Innovator Laddered Allocation Buffer ETF worth $1.19M as of Q1 2026.
CreativeOne Wealth bought 68 Innovator Laddered Allocation Buffer ETF shares in Q1 2026, an estimated $2.49K.
Innovator Laddered Allocation Buffer ETF made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #510 holding.
CreativeOne Wealth first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2024 and has held it in 6 quarters since.
CreativeOne Wealth's Innovator Laddered Allocation Buffer ETF position peaked at $1.92M in Q1 2025.
86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.