Independent Wealth Network’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Independent Wealth Network’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	–	Sell	-21,808	Closed	-$779K	–	290
2025 Q3	$779K	Buy	21,808 +1,148	+6%	+$39.9K	0.25%	101
2025 Q2	$700K	Sell	20,660 -137	-0.7%	-$4.37K	0.25%	96
2025 Q1	$653K	Buy	20,797 +1,349	+7%	+$43.7K	0.26%	96
2024 Q4	$628K	Buy	19,448 +363	+2%	+$11.7K	0.25%	91
2024 Q3	$603K	Buy	19,085 +515	+3%	+$15.9K	0.27%	100
2024 Q2	$567K	Sell	18,570 -79	-0.4%	-$2.35K	0.26%	102
2024 Q1	$548K	Buy	+18,649	New	+$533K	0.26%	109

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

Seros Financial Tempe, Arizona $157M AUM 16.95% 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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Independent Wealth Network's BUFB Position: Q4 2025 in Review

Independent Wealth Network sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q4 2025, closing a stake of 21,808 shares — an estimated $779K sold.

Independent Wealth Network first reported a position in BUFB in Q1 2024 and held it in 7 quarters. The position peaked at $779K in Q3 2025. 84 funds tracked by Wall St. Rank hold BUFB as of Q4 2025.

Independent Wealth Network reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q4 2025 after selling out during the quarter.
Independent Wealth Network sold 21,808 Innovator Laddered Allocation Buffer ETF shares in Q4 2025, an estimated $779K.
Independent Wealth Network first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2024 and held it in 7 quarters.
Independent Wealth Network's Innovator Laddered Allocation Buffer ETF position peaked at $779K in Q3 2025.
84 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q4 2025.

Based on Independent Wealth Network's 13F filing for Q4 2025, filed 26 Jan 2026.