PF
QBUF

PlanVest Financial’s Innovator Nasdaq-100 10 Buffer ETF Quarterly QBUF Stock Holding History

PlanVest Financial’s Portfolio QBUF Stock Details QBUF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9M Buy
61,772
+2,421
+4% +$73.7K 1.27% 22
2026
Q1 		$1.73M Buy
+59,351
New +$1.74M 1.32% 22

Other funds holding QBUF

CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PlanVest Financial's QBUF Position: Q2 2026 in Review

PlanVest Financial increased its Innovator Nasdaq-100 10 Buffer ETF Quarterly (QBUF) stake by 4.1% in Q2 2026, buying an estimated $73.7K and bringing the position to 61,772 shares worth $1.9M. The position accounts for 1.27% of the portfolio, ranked #22.

PlanVest Financial first reported a position in QBUF in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold QBUF as of Q2 2026.

  • PlanVest Financial held 61,772 shares of Innovator Nasdaq-100 10 Buffer ETF Quarterly worth $1.9M as of Q2 2026.
  • PlanVest Financial bought 2,421 Innovator Nasdaq-100 10 Buffer ETF Quarterly shares in Q2 2026, an estimated $73.7K.
  • Innovator Nasdaq-100 10 Buffer ETF Quarterly made up 1.27% of PlanVest Financial's portfolio in Q2 2026, its #22 holding.
  • PlanVest Financial first reported a position in Innovator Nasdaq-100 10 Buffer ETF Quarterly in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Innovator Nasdaq-100 10 Buffer ETF Quarterly as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.