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 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

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

Curtis Advisory Group's BUFB Position: Q2 2026 in Review

Curtis Advisory Group held its Innovator Laddered Allocation Buffer ETF (BUFB) position steady in Q2 2026 at 23,177 shares worth $911K. The position accounts for 0.18% of the portfolio, ranked #73.

Curtis Advisory Group first reported a position in BUFB in Q1 2025 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

Curtis Advisory Group held 23,177 shares of Innovator Laddered Allocation Buffer ETF worth $911K as of Q2 2026.
Curtis Advisory Group left its Innovator Laddered Allocation Buffer ETF share count unchanged in Q2 2026.
Innovator Laddered Allocation Buffer ETF made up 0.18% of Curtis Advisory Group's portfolio in Q2 2026, its #73 holding.
Curtis Advisory Group first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2025 and has held it in 6 quarters since.
96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.