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Diversify Wealth Management’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Diversify Wealth Management’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 		$7.84M Buy
200,219
+1,169
+0.6% +$44.9K 0.13% 162
2026
Q1 		$7.57M Buy
199,050
+17,254
+9% +$633K 0.14% 165
2025
Q4 		$6.72M Buy
181,796
+32,954
+22% +$1.19M 0.31% 82
2025
Q3 		$5.38M Buy
148,842
+3,110
+2% +$108K 0.31% 89
2025
Q2 		$5.07M Buy
145,732
+507
+0.3% +$16.2K 0.31% 84
2025
Q1 		$4.54M Sell
145,225
-485
-0.3% -$15.7K 0.34% 75
2024
Q4 		$4.69M Buy
145,710
+1,298
+0.9% +$41.8K 0.37% 68
2024
Q3 		$4.59M Buy
144,412
+136,885
+1,819% +$4.23M 0.44% 54
2024
Q2 		$223K Buy
+7,527
New +$223K 0.03% 399

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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Diversify Wealth Management's BUFB Position: Q2 2026 in Review

Diversify Wealth Management increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 0.59% in Q2 2026, buying an estimated $44.9K and bringing the position to 200,219 shares worth $7.84M. The position accounts for 0.13% of the portfolio, ranked #162.

Diversify Wealth Management first reported a position in BUFB in Q2 2024 and has held it in 9 quarters since. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • Diversify Wealth Management held 200,219 shares of Innovator Laddered Allocation Buffer ETF worth $7.84M as of Q2 2026.
  • Diversify Wealth Management bought 1,169 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $44.9K.
  • Innovator Laddered Allocation Buffer ETF made up 0.13% of Diversify Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Diversify Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q2 2024 and has held it in 9 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.