GRP
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Global Retirement Partners’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Global Retirement Partners’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
2025
Q4 		$54.1K Hold
1,476
– – ﹤0.01% 2303
2025
Q3 		$52.8K Hold
1,476
– – ﹤0.01% 1857
2025
Q2 		$50K Buy
+1,476
New +$47.1K ﹤0.01% 1771
2024
Q4 		$47.7K Hold
1,476
– – ﹤0.01% 1637
2024
Q3 		$46.6K Buy
1,476
+276
+23% +$8.53K ﹤0.01% 1596
2024
Q2 		$36.6K Hold
1,200
– – ﹤0.01% 1698
2024
Q1 		$35.3K Buy
+1,200
New +$34.3K ﹤0.01% 1562

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
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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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Retirement Partners's BUFB Position: Q4 2025 in Review

Global Retirement Partners held its Innovator Laddered Allocation Buffer ETF (BUFB) position steady in Q4 2025 at 1,476 shares worth $54.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Global Retirement Partners first reported a position in BUFB in Q1 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold BUFB as of Q4 2025.

  • Global Retirement Partners held 1,476 shares of Innovator Laddered Allocation Buffer ETF worth $54.1K as of Q4 2025.
  • Global Retirement Partners left its Innovator Laddered Allocation Buffer ETF share count unchanged in Q4 2025.
  • Innovator Laddered Allocation Buffer ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2303 holding.
  • Global Retirement Partners first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2024 and has held it in 7 quarters since.
  • 84 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.