Raymond James Financial
BUFB icon

Raymond James Financial’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Raymond James Financial’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 		$1.51M Sell
42,160
-2,604
-6% -$95.5K ﹤0.01% 3559
2025
Q4 		$1.64M Buy
44,764
+20,556
+85% +$741K ﹤0.01% 3424
2025
Q3 		$865K Buy
24,208
+2,587
+12% +$89.9K ﹤0.01% 3773
2025
Q2 		$733K Sell
21,621
-117,968
-85% -$3.76M ﹤0.01% 3768
2025
Q1 		$4.39M Buy
139,589
+126,070
+933% +$4.09M ﹤0.01% 2420
2024
Q4 		$437K Buy
+13,519
New +$435K ﹤0.01% 3989

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
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 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 $5.98B 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial's BUFB Position: Q1 2026 in Review

Raymond James Financial reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 5.8% in Q1 2026, selling an estimated $95.5K and leaving 42,160 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #3559.

Raymond James Financial first reported a position in BUFB in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.39M in Q1 2025. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

  • Raymond James Financial held 42,160 shares of Innovator Laddered Allocation Buffer ETF worth $1.51M as of Q1 2026.
  • Raymond James Financial sold 2,604 Innovator Laddered Allocation Buffer ETF shares in Q1 2026, an estimated $95.5K.
  • Innovator Laddered Allocation Buffer ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3559 holding.
  • Raymond James Financial first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Innovator Laddered Allocation Buffer ETF position peaked at $4.39M in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.