KWM
BUFB icon

KFG Wealth Management’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

KFG Wealth Management’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 		$4.54M Sell
115,479
-331
-0.3% -$12.7K 0.51% 28
2026
Q1 		$4.16M Buy
115,810
+1,284
+1% +$47.1K 0.54% 30
2025
Q4 		$4.2M Sell
114,526
-2,596
-2% -$93.6K 0.56% 30
2025
Q3 		$4.19M Buy
117,122
+1,457
+1% +$50.6K 0.6% 31
2025
Q2 		$3.92M Buy
115,665
+1,398
+1% +$44.6K 0.63% 31
2025
Q1 		$3.59M Buy
114,267
+7,615
+7% +$247K 0.65% 32
2024
Q4 		$3.44M Buy
106,652
+67,535
+173% +$2.17M 0.64% 30
2024
Q3 		$1.24M Buy
39,117
+15,937
+69% +$492K 0.27% 56
2024
Q2 		$707K Sell
23,180
-130
-0.6% -$3.86K 0.28% 66
2024
Q1 		$685K Buy
23,310
+3,430
+17% +$98.1K 0.28% 70
2023
Q4 		$552K Sell
19,880
-1,138
-5% -$30K 0.25% 69
2023
Q3 		$536K Buy
+21,018
New +$551K 0.29% 65

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 $104B AUM 28.3% 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

KFG Wealth Management's BUFB Position: Q2 2026 in Review

KFG Wealth Management reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 0.29% in Q2 2026, selling an estimated $12.7K and leaving 115,479 shares worth $4.54M. The position accounts for 0.51% of the portfolio, ranked #28.

KFG Wealth Management first reported a position in BUFB in Q3 2023 and has held it in 12 quarters since. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • KFG Wealth Management held 115,479 shares of Innovator Laddered Allocation Buffer ETF worth $4.54M as of Q2 2026.
  • KFG Wealth Management sold 331 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $12.7K.
  • Innovator Laddered Allocation Buffer ETF made up 0.51% of KFG Wealth Management's portfolio in Q2 2026, its #28 holding.
  • KFG Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q3 2023 and has held it in 12 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.