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BUFB icon

GWN Securities’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

GWN Securities’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 		$8.19M Buy
228,016
+11,790
+5% +$432K 1.57% 4
2025
Q4 		$7.92M Buy
216,226
+42,267
+24% +$1.52M 1.6% 6
2025
Q3 		$6.22M Buy
173,959
+24,291
+16% +$844K 1.44% 10
2025
Q2 		$5.07M Buy
149,668
+21,256
+17% +$678K 0.94% 28
2025
Q1 		$4.03M Buy
128,412
+68,199
+113% +$2.21M 0.23% 112
2024
Q4 		$1.94M Buy
+60,213
New +$1.94M 0.52% 41

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWN Securities's BUFB Position: Q1 2026 in Review

GWN Securities increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 5.5% in Q1 2026, buying an estimated $432K and bringing the position to 228,016 shares worth $8.19M. The position accounts for 1.57% of the portfolio, ranked #4.

GWN Securities first reported a position in BUFB in Q4 2024 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

  • GWN Securities held 228,016 shares of Innovator Laddered Allocation Buffer ETF worth $8.19M as of Q1 2026.
  • GWN Securities bought 11,790 Innovator Laddered Allocation Buffer ETF shares in Q1 2026, an estimated $432K.
  • Innovator Laddered Allocation Buffer ETF made up 1.57% of GWN Securities's portfolio in Q1 2026, its #4 holding.
  • GWN Securities first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2024 and has held it in 6 quarters since.
  • 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.