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IBEX Wealth Advisors’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

IBEX Wealth Advisors’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 		$398K Buy
10,132
+76
+0.8% +$2.92K 0.03% 170
2026
Q1 		$361K Buy
+10,056
New +$369K 0.03% 171
2025
Q4 		– Sell
-7,216
Closed -$258K – 136
2025
Q3 		$258K Buy
7,216
+1,159
+19% +$40.3K 0.02% 185
2025
Q2 		$205K Buy
+6,057
New +$193K 0.02% 187

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

IBEX Wealth Advisors's BUFB Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 0.76% in Q2 2026, buying an estimated $2.92K and bringing the position to 10,132 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #170.

IBEX Wealth Advisors first reported a position in BUFB in Q2 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • IBEX Wealth Advisors held 10,132 shares of Innovator Laddered Allocation Buffer ETF worth $398K as of Q2 2026.
  • IBEX Wealth Advisors bought 76 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $2.92K.
  • Innovator Laddered Allocation Buffer ETF made up 0.03% of IBEX Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • IBEX Wealth Advisors first reported a position in Innovator Laddered Allocation Buffer ETF in Q2 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.