Heritage Wealth Management (Ohio)’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Heritage Wealth Management (Ohio)’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	$2.63M	Buy	73,323 +4,480	+7%	+$164K	1.3%	20
2025 Q4	$2.52M	Buy	68,843 +19,857	+41%	+$716K	0.7%	30
2025 Q3	$1.75M	Buy	48,986 +22,386	+84%	+$778K	0.51%	52
2025 Q2	$901K	Buy	26,600 +16,189	+155%	+$516K	0.29%	89
2025 Q1	$327K	Buy	+10,411	New	+$338K	0.11%	174

Other funds holding BUFB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s BUFB Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 6.5% in Q1 2026, buying an estimated $164K and bringing the position to 73,323 shares worth $2.63M. The position accounts for 1.3% of the portfolio, ranked #20.

Heritage Wealth Management (Ohio) first reported a position in BUFB in Q1 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

Heritage Wealth Management (Ohio) held 73,323 shares of Innovator Laddered Allocation Buffer ETF worth $2.63M as of Q1 2026.
Heritage Wealth Management (Ohio) bought 4,480 Innovator Laddered Allocation Buffer ETF shares in Q1 2026, an estimated $164K.
Innovator Laddered Allocation Buffer ETF made up 1.3% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #20 holding.
Heritage Wealth Management (Ohio) first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2025 and has held it in 5 quarters since.
86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.