LPL Financial
BUFB icon

LPL Financial’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

LPL Financial’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 		$18M Buy
457,665
+74,069
+19% +$2.85M ﹤0.01% 1647
2026
Q1 		$13.8M Buy
383,596
+60,368
+19% +$2.21M ﹤0.01% 1741
2025
Q4 		$11.8M Buy
323,228
+26,936
+9% +$971K ﹤0.01% 1778
2025
Q3 		$10.6M Buy
296,292
+11,611
+4% +$404K ﹤0.01% 1814
2025
Q2 		$9.64M Sell
284,681
-16,264
-5% -$519K ﹤0.01% 1752
2025
Q1 		$9.46M Buy
300,945
+63,905
+27% +$2.07M ﹤0.01% 1648
2024
Q4 		$7.66M Buy
237,040
+117,162
+98% +$3.77M ﹤0.01% 1743
2024
Q3 		$3.79M Buy
119,878
+62,531
+109% +$1.93M ﹤0.01% 2201
2024
Q2 		$1.75M Buy
57,347
+43,656
+319% +$1.3M ﹤0.01% 2725
2024
Q1 		$402K Buy
+13,691
New +$392K ﹤0.01% 3964

Other funds holding BUFB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

LPL Financial's BUFB Position: Q2 2026 in Review

LPL Financial increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 19% in Q2 2026, buying an estimated $2.85M and bringing the position to 457,665 shares worth $18M. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

LPL Financial first reported a position in BUFB in Q1 2024 and has held it in 10 quarters since. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • LPL Financial held 457,665 shares of Innovator Laddered Allocation Buffer ETF worth $18M as of Q2 2026.
  • LPL Financial bought 74,069 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $2.85M.
  • Innovator Laddered Allocation Buffer ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1647 holding.
  • LPL Financial first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2024 and has held it in 10 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.