OC
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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 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 $157M AUM 17.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Optima Capital's BUFB Position: Q1 2026 in Review

Optima Capital increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 11% in Q1 2026, buying an estimated $237K and bringing the position to 67,484 shares worth $2.42M. The position accounts for 1.13% of the portfolio, ranked #27.

Optima Capital first reported a position in BUFB in Q4 2024 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

  • Optima Capital held 67,484 shares of Innovator Laddered Allocation Buffer ETF worth $2.42M as of Q1 2026.
  • Optima Capital bought 6,463 Innovator Laddered Allocation Buffer ETF shares in Q1 2026, an estimated $237K.
  • Innovator Laddered Allocation Buffer ETF made up 1.13% of Optima Capital's portfolio in Q1 2026, its #27 holding.
  • Optima Capital first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2024 and has held it in 6 quarters since.
  • 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.