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 Q3	$934K	Hold	23,177	–	–	0.17%	72
2026 Q2	$911K	Hold	23,177	–	–	0.18%	73
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

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 27.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Curtis Advisory Group's BUFB Position: Q3 2026 in Review

Curtis Advisory Group held its Innovator Laddered Allocation Buffer ETF (BUFB) position steady in Q3 2026 at 23,177 shares worth $934K. The position accounts for 0.17% of the portfolio, ranked #72.

Curtis Advisory Group first reported a position in BUFB in Q1 2025 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold BUFB as of Q3 2026.

Curtis Advisory Group held 23,177 shares of Innovator Laddered Allocation Buffer ETF worth $934K as of Q3 2026.
Curtis Advisory Group left its Innovator Laddered Allocation Buffer ETF share count unchanged in Q3 2026.
Innovator Laddered Allocation Buffer ETF made up 0.17% of Curtis Advisory Group's portfolio in Q3 2026, its #72 holding.
Curtis Advisory Group first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2025 and has held it in 7 quarters since.
56 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.