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 Q3	$1.22M	Sell	30,306 -460	-1%	-$18.4K	1.05%	25
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $636M AUM 25.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

OFC Financial Planning's BUFB Position: Q3 2026 in Review

OFC Financial Planning reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 1.5% in Q3 2026, selling an estimated $18.4K and leaving 30,306 shares worth $1.22M. The position accounts for 1.05% of the portfolio, ranked #25.

OFC Financial Planning first reported a position in BUFB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q4 2025. 90 funds tracked by Wall St. Rank hold BUFB as of Q3 2026.

OFC Financial Planning held 30,306 shares of Innovator Laddered Allocation Buffer ETF worth $1.22M as of Q3 2026.
OFC Financial Planning sold 460 Innovator Laddered Allocation Buffer ETF shares in Q3 2026, an estimated $18.4K.
Innovator Laddered Allocation Buffer ETF made up 1.05% of OFC Financial Planning's portfolio in Q3 2026, its #25 holding.
OFC Financial Planning first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2024 and has held it in 8 quarters since.
OFC Financial Planning's Innovator Laddered Allocation Buffer ETF position peaked at $1.23M in Q4 2025.
90 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.