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DHJJ Financial Advisors’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

DHJJ Financial Advisors’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 		$76.3K Sell
1,940
-11
-0.6% -$423 0.02% 348
2026
Q1 		$70.1K Sell
1,951
-310
-14% -$11.4K 0.02% 341
2025
Q4 		$82.8K Buy
2,261
+626
+38% +$22.6K 0.03% 300
2025
Q3 		$58.4K Hold
1,635
– – 0.02% 339
2025
Q2 		$55.4K Buy
1,635
+1,030
+170% +$32.8K 0.02% 330
2025
Q1 		$19K Buy
605
+50
+9% +$1.62K 0.01% 436
2024
Q4 		$17.9K Hold
555
– – 0.01% 434
2024
Q3 		$17.5K Buy
555
+330
+147% +$10.2K 0.01% 423
2024
Q2 		$6.87K Hold
225
– – ﹤0.01% 489
2024
Q1 		$6.61K Hold
225
– – ﹤0.01% 483
2023
Q4 		$6.25K Hold
225
– – ﹤0.01% 476
2023
Q3 		$5.74K Buy
+225
New +$5.89K ﹤0.01% 481

Other funds holding BUFB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
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
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
Osaic Holdings
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

DHJJ Financial Advisors's BUFB Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 0.56% in Q2 2026, selling an estimated $423 and leaving 1,940 shares worth $76.3K. The position accounts for 0.02% of the portfolio, ranked #348.

DHJJ Financial Advisors first reported a position in BUFB in Q3 2023 and has held it in 12 quarters since. The position peaked at $82.8K in Q4 2025. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • DHJJ Financial Advisors held 1,940 shares of Innovator Laddered Allocation Buffer ETF worth $76.3K as of Q2 2026.
  • DHJJ Financial Advisors sold 11 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $423.
  • Innovator Laddered Allocation Buffer ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #348 holding.
  • DHJJ Financial Advisors first reported a position in Innovator Laddered Allocation Buffer ETF in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Innovator Laddered Allocation Buffer ETF position peaked at $82.8K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.