KWM
BUFB icon

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

Kingsview 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 		$2.66M Buy
67,742
+22,486
+50% +$864K 0.03% 495
2026
Q1 		$1.63M Buy
45,256
+15,927
+54% +$584K 0.02% 553
2025
Q4 		$1.07M Buy
29,329
+7,146
+32% +$258K 0.02% 615
2025
Q3 		$793K Buy
22,183
+5,128
+30% +$178K 0.01% 667
2025
Q2 		$578K Buy
17,055
+3,151
+23% +$100K 0.01% 723
2025
Q1 		$437K Buy
13,904
+7,339
+112% +$238K 0.01% 771
2024
Q4 		$212K Buy
+6,565
New +$211K ﹤0.01% 1038

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

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

Kingsview Wealth Management increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 50% in Q2 2026, buying an estimated $864K and bringing the position to 67,742 shares worth $2.66M. The position accounts for 0.03% of the portfolio, ranked #495.

Kingsview Wealth Management first reported a position in BUFB in Q4 2024 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • Kingsview Wealth Management held 67,742 shares of Innovator Laddered Allocation Buffer ETF worth $2.66M as of Q2 2026.
  • Kingsview Wealth Management bought 22,486 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $864K.
  • Innovator Laddered Allocation Buffer ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #495 holding.
  • Kingsview Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2024 and has held it in 7 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.