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Integrated Wealth Concepts’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Integrated Wealth Concepts’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 		$30.3K Buy
+770
New +$29.6K ﹤0.01% 3770

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

Integrated Wealth Concepts's BUFB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Innovator Laddered Allocation Buffer ETF (BUFB) in Q2 2026: 770 shares worth $30.3K. The stake represents ﹤0.01% of the portfolio and ranks #3770 among its holdings.

96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • Integrated Wealth Concepts held 770 shares of Innovator Laddered Allocation Buffer ETF worth $30.3K as of Q2 2026.
  • Innovator Laddered Allocation Buffer ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Innovator Laddered Allocation Buffer ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3770 holding.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.