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

OFC Financial Planning’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 		$1.21M Sell
30,766
-2,763
-8% -$106K 1.07% 26
2026
Q1 		$1.2M Sell
33,529
-37
-0.1% -$1.36K 1.18% 22
2025
Q4 		$1.23M Buy
33,566
+1,758
+6% +$63.4K 1.17% 22
2025
Q3 		$1.14M Sell
31,808
-554
-2% -$19.3K 1.13% 21
2025
Q2 		$1.1M Buy
32,362
+401
+1% +$12.8K 1.16% 22
2025
Q1 		$1M Buy
31,961
+341
+1% +$11.1K 1.14% 21
2024
Q4 		$1.02M Buy
+31,620
New +$1.02M 1.08% 22

Other funds holding BUFB

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OFC Financial Planning's BUFB Position: Q2 2026 in Review

OFC Financial Planning reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 8.2% in Q2 2026, selling an estimated $106K and leaving 30,766 shares worth $1.21M. The position accounts for 1.07% of the portfolio, ranked #26.

OFC Financial Planning first reported a position in BUFB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q4 2025. 66 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • OFC Financial Planning held 30,766 shares of Innovator Laddered Allocation Buffer ETF worth $1.21M as of Q2 2026.
  • OFC Financial Planning sold 2,763 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $106K.
  • Innovator Laddered Allocation Buffer ETF made up 1.07% of OFC Financial Planning's portfolio in Q2 2026, its #26 holding.
  • OFC Financial Planning first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2024 and has held it in 7 quarters since.
  • OFC Financial Planning's Innovator Laddered Allocation Buffer ETF position peaked at $1.23M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.