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Foundations Investment Advisors’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Foundations Investment 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
Q1 		– Sell
-5,709
Closed -$209K – 1172
2025
Q4 		$209K Buy
+5,709
New +$206K ﹤0.01% 1044

Other funds holding BUFB

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HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $157M AUM 17.04% 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 $71.6B AUM 21.08% 1-Year Est. Return

Foundations Investment Advisors's BUFB Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q1 2026, closing a stake of 5,709 shares — an estimated $209K sold.

Foundations Investment Advisors first reported a position in BUFB in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 5,709 Innovator Laddered Allocation Buffer ETF shares in Q1 2026, an estimated $209K.
  • Foundations Investment Advisors first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Innovator Laddered Allocation Buffer ETF position peaked at $209K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.