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
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 $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return

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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SageView Advisory Group's BUFB Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Innovator Laddered Allocation Buffer ETF (BUFB) in Q4 2025: 1,031 shares worth $37.8K. The stake represents ﹤0.01% of the portfolio and ranks #1194 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in BUFB as recently as Q3 2024.

SageView Advisory Group first reported a position in BUFB in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.73M in Q1 2024. 84 funds tracked by Wall St. Rank hold BUFB as of Q4 2025.

SageView Advisory Group held 1,031 shares of Innovator Laddered Allocation Buffer ETF worth $37.8K as of Q4 2025.
Innovator Laddered Allocation Buffer ETF was a new SageView Advisory Group position in Q4 2025.
Innovator Laddered Allocation Buffer ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1194 holding.
SageView Advisory Group first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2023 and has held it in 5 quarters since.
SageView Advisory Group's Innovator Laddered Allocation Buffer ETF position peaked at $1.73M in Q1 2024.
84 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.