Envestnet Asset Management
BUFB icon

Envestnet Asset Management’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Envestnet Asset 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
Q1 		$8.42M Buy
234,345
+12,997
+6% +$477K ﹤0.01% 1947
2025
Q4 		$8.11M Buy
221,348
+24,202
+12% +$873K ﹤0.01% 1838
2025
Q3 		$7.05M Buy
197,146
+7,763
+4% +$270K ﹤0.01% 1998
2025
Q2 		$6.42M Buy
189,383
+19,875
+12% +$634K ﹤0.01% 2034
2025
Q1 		$5.33M Buy
169,508
+15,294
+10% +$496K ﹤0.01% 2081
2024
Q4 		$4.98M Sell
154,214
-34,835
-18% -$1.12M ﹤0.01% 2099
2024
Q3 		$5.97M Buy
189,049
+10,785
+6% +$333K ﹤0.01% 1988
2024
Q2 		$5.44M Sell
178,264
-42,178
-19% -$1.25M ﹤0.01% 1971
2024
Q1 		$6.48M Buy
220,442
+22,483
+11% +$643K ﹤0.01% 1804
2023
Q4 		$5.49M Sell
197,959
-63,475
-24% -$1.67M ﹤0.01% 1826
2023
Q3 		$6.66M Buy
+261,434
New +$6.85M ﹤0.01% 1626

Other funds holding BUFB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management's BUFB Position: Q1 2026 in Review

Envestnet Asset Management increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 5.9% in Q1 2026, buying an estimated $477K and bringing the position to 234,345 shares worth $8.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Envestnet Asset Management first reported a position in BUFB in Q3 2023 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

  • Envestnet Asset Management held 234,345 shares of Innovator Laddered Allocation Buffer ETF worth $8.42M as of Q1 2026.
  • Envestnet Asset Management bought 12,997 Innovator Laddered Allocation Buffer ETF shares in Q1 2026, an estimated $477K.
  • Innovator Laddered Allocation Buffer ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1947 holding.
  • Envestnet Asset Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q3 2023 and has held it in 11 quarters since.
  • 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.