Diligent Investors’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Diligent Investors’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	$1.5M	Sell	38,160 -2,937	-7%	-$113K	0.33%	74
2026 Q1	$1.48M	Sell	41,097 -530	-1%	-$19.4K	0.37%	75
2025 Q4	$1.53M	Sell	41,627 -815	-2%	-$29.4K	0.38%	71
2025 Q3	$1.52M	Sell	42,442 -2,741	-6%	-$95.3K	0.38%	68
2025 Q2	$1.53M	Sell	45,183 -1,775	-4%	-$56.6K	0.36%	76
2025 Q1	$1.48M	Sell	46,958 -380	-0.8%	-$12.3K	0.36%	76
2024 Q4	$1.53M	Buy	47,338 +2,984	+7%	+$96K	0.35%	74
2024 Q3	$1.4M	Buy	44,354 +1,104	+3%	+$34.1K	0.33%	85
2024 Q2	$1.32M	Buy	43,250 +4,555	+12%	+$135K	0.33%	84
2024 Q1	$1.14M	Buy	38,695 +13,330	+53%	+$381K	0.29%	100
2023 Q4	$704K	Buy	+25,365	New	+$668K	0.19%	136

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 $103B AUM 28.65% 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

Diligent Investors's BUFB Position: Q2 2026 in Review

Diligent Investors reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 7.1% in Q2 2026, selling an estimated $113K and leaving 38,160 shares worth $1.5M. The position accounts for 0.33% of the portfolio, ranked #74.

Diligent Investors first reported a position in BUFB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q2 2025. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

Diligent Investors held 38,160 shares of Innovator Laddered Allocation Buffer ETF worth $1.5M as of Q2 2026.
Diligent Investors sold 2,937 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $113K.
Innovator Laddered Allocation Buffer ETF made up 0.33% of Diligent Investors's portfolio in Q2 2026, its #74 holding.
Diligent Investors first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2023 and has held it in 11 quarters since.
Diligent Investors's Innovator Laddered Allocation Buffer ETF position peaked at $1.53M in Q2 2025.
96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.