KFG Wealth Management
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
Q3 		$4.64M Sell
115,306
-173
-0.1% -$6.9K 0.5% 30
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Heritage Wealth Management (Ohio)
Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 27.02% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

KFG Wealth Management's BUFB Position: Q3 2026 in Review

KFG Wealth Management reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 0.15% in Q3 2026, selling an estimated $6.9K and leaving 115,306 shares worth $4.64M. The position accounts for 0.5% of the portfolio, ranked #30.

KFG Wealth Management first reported a position in BUFB in Q3 2023 and has held it in 13 quarters since. 60 funds tracked by Wall St. Rank hold BUFB as of Q3 2026.

  • KFG Wealth Management held 115,306 shares of Innovator Laddered Allocation Buffer ETF worth $4.64M as of Q3 2026.
  • KFG Wealth Management sold 173 Innovator Laddered Allocation Buffer ETF shares in Q3 2026, an estimated $6.9K.
  • Innovator Laddered Allocation Buffer ETF made up 0.5% of KFG Wealth Management's portfolio in Q3 2026, its #30 holding.
  • KFG Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q3 2023 and has held it in 13 quarters since.
  • 60 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.