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Harvest Investment Services’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Harvest Investment Services’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 		$506K Hold
12,882
– – 0.08% 232
2026
Q1 		$463K Hold
12,882
– – 0.08% 214
2025
Q4 		$472K Hold
12,882
– – 0.09% 205
2025
Q3 		$460K Buy
12,882
+8
+0.1% +$278 0.09% 203
2025
Q2 		$436K Sell
12,874
-8
-0.1% -$255 0.1% 207
2025
Q1 		$405K Sell
12,882
-32
-0.2% -$1.04K 0.11% 180
2024
Q4 		$417K Sell
12,914
-86
-0.7% -$2.77K 0.1% 186
2024
Q3 		$411K Buy
+13,000
New +$402K 0.13% 155

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

Harvest Investment Services's BUFB Position: Q2 2026 in Review

Harvest Investment Services held its Innovator Laddered Allocation Buffer ETF (BUFB) position steady in Q2 2026 at 12,882 shares worth $506K. The position accounts for 0.08% of the portfolio, ranked #232.

Harvest Investment Services first reported a position in BUFB in Q3 2024 and has held it in 8 quarters since. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • Harvest Investment Services held 12,882 shares of Innovator Laddered Allocation Buffer ETF worth $506K as of Q2 2026.
  • Harvest Investment Services left its Innovator Laddered Allocation Buffer ETF share count unchanged in Q2 2026.
  • Innovator Laddered Allocation Buffer ETF made up 0.08% of Harvest Investment Services's portfolio in Q2 2026, its #232 holding.
  • Harvest Investment Services first reported a position in Innovator Laddered Allocation Buffer ETF in Q3 2024 and has held it in 8 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.