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

Gilpin 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 		$59K Hold
1,500
– – 0.04% 208
2026
Q1 		$53.9K Buy
1,500
+800
+114% +$29.3K 0.04% 193
2025
Q4 		$25.6K Buy
+700
New +$25.2K 0.02% 223

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
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

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

Gilpin Wealth Management held its Innovator Laddered Allocation Buffer ETF (BUFB) position steady in Q2 2026 at 1,500 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #208.

Gilpin Wealth Management first reported a position in BUFB in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • Gilpin Wealth Management held 1,500 shares of Innovator Laddered Allocation Buffer ETF worth $59K as of Q2 2026.
  • Gilpin Wealth Management left its Innovator Laddered Allocation Buffer ETF share count unchanged in Q2 2026.
  • Innovator Laddered Allocation Buffer ETF made up 0.04% of Gilpin Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Gilpin Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.