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BFC Planning, Inc.’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

BFC Planning, Inc.’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 		$67.2K Hold
1,710
– – ﹤0.01% 1403
2026
Q1 		$61.4K Buy
1,710
+1,137
+198% +$41.7K ﹤0.01% 1268
2025
Q4 		$21K Hold
573
– – ﹤0.01% 1739
2025
Q3 		$20.5K Buy
+573
New +$19.9K ﹤0.01% 1568

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return
GWN Securities
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
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

BFC Planning, Inc.'s BUFB Position: Q2 2026 in Review

BFC Planning, Inc. held its Innovator Laddered Allocation Buffer ETF (BUFB) position steady in Q2 2026 at 1,710 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

BFC Planning, Inc. first reported a position in BUFB in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • BFC Planning, Inc. held 1,710 shares of Innovator Laddered Allocation Buffer ETF worth $67.2K as of Q2 2026.
  • BFC Planning, Inc. left its Innovator Laddered Allocation Buffer ETF share count unchanged in Q2 2026.
  • Innovator Laddered Allocation Buffer ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1403 holding.
  • BFC Planning, Inc. first reported a position in Innovator Laddered Allocation Buffer ETF in Q3 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.