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BUFB icon

Optima Capital’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Optima Capital’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 		$2.98M Buy
75,844
+8,360
+12% +$321K 1.18% 26
2026
Q1 		$2.42M Buy
67,484
+6,463
+11% +$237K 1.13% 27
2025
Q4 		$2.24M Buy
61,021
+341
+0.6% +$12.3K 0.97% 30
2025
Q3 		$2.17M Sell
60,680
-3,051
-5% -$106K 1.05% 29
2025
Q2 		$2.16M Buy
63,731
+935
+1% +$29.8K 1.16% 26
2025
Q1 		$1.97M Buy
62,796
+13,504
+27% +$438K 1.26% 23
2024
Q4 		$1.59M Buy
+49,292
New +$1.59M 1.1% 26

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 $104B AUM 28.3% 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

Optima Capital's BUFB Position: Q2 2026 in Review

Optima Capital increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 12% in Q2 2026, buying an estimated $321K and bringing the position to 75,844 shares worth $2.98M. The position accounts for 1.18% of the portfolio, ranked #26.

Optima Capital first reported a position in BUFB in Q4 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • Optima Capital held 75,844 shares of Innovator Laddered Allocation Buffer ETF worth $2.98M as of Q2 2026.
  • Optima Capital bought 8,360 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $321K.
  • Innovator Laddered Allocation Buffer ETF made up 1.18% of Optima Capital's portfolio in Q2 2026, its #26 holding.
  • Optima Capital first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2024 and has held it in 7 quarters since.
  • 95 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.