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Curtis Advisory Group’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Curtis Advisory Group’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 		$832K Hold
23,177
– – 0.18% 70
2025
Q4 		$849K Hold
23,177
– – 0.18% 69
2025
Q3 		$828K Buy
23,177
+429
+2% +$14.9K 0.19% 59
2025
Q2 		$771K Buy
22,748
+10,533
+86% +$336K 0.19% 59
2025
Q1 		$384K Buy
+12,215
New +$396K 0.11% 80

Other funds holding BUFB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GS
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
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

Curtis Advisory Group's BUFB Position: Q1 2026 in Review

Curtis Advisory Group held its Innovator Laddered Allocation Buffer ETF (BUFB) position steady in Q1 2026 at 23,177 shares worth $832K. The position accounts for 0.18% of the portfolio, ranked #70.

Curtis Advisory Group first reported a position in BUFB in Q1 2025 and has held it in 5 quarters since. The position peaked at $849K in Q4 2025. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

  • Curtis Advisory Group held 23,177 shares of Innovator Laddered Allocation Buffer ETF worth $832K as of Q1 2026.
  • Curtis Advisory Group left its Innovator Laddered Allocation Buffer ETF share count unchanged in Q1 2026.
  • Innovator Laddered Allocation Buffer ETF made up 0.18% of Curtis Advisory Group's portfolio in Q1 2026, its #70 holding.
  • Curtis Advisory Group first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2025 and has held it in 5 quarters since.
  • Curtis Advisory Group's Innovator Laddered Allocation Buffer ETF position peaked at $849K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.