SageView Advisory Group’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

SageView Advisory Group’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	–	Sell	-1,031	Closed	-$37.8K	–	849
2025 Q4	$37.8K	Buy	+1,031	New	+$37.2K	﹤0.01%	1194
2024 Q4	–	Sell	-13,370	Closed	-$422K	–	592
2024 Q3	$422K	Sell	13,370 -4,029	-23%	-$124K	0.02%	325
2024 Q2	$531K	Sell	17,399 -43,736	-72%	-$1.3M	0.02%	327
2024 Q1	$1.73M	Sell	61,135 -53,409	-47%	-$1.53M	0.09%	128
2023 Q4	$4.03K	Buy	+114,544	New	+$3.01M	﹤0.01%	650

Other funds holding BUFB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SageView Advisory Group's BUFB Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q1 2026, closing a stake of 1,031 shares — an estimated $37.8K sold.

SageView Advisory Group first reported a position in BUFB in Q4 2023 and held it in 5 quarters. The position peaked at $1.73M in Q1 2024. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

SageView Advisory Group reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,031 Innovator Laddered Allocation Buffer ETF shares in Q1 2026, an estimated $37.8K.
SageView Advisory Group first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2023 and held it in 5 quarters.
SageView Advisory Group's Innovator Laddered Allocation Buffer ETF position peaked at $1.73M in Q1 2024.
86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.