Schechter Investment Advisors’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Schechter Investment Advisors’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 Q1	$255K	Hold	8,114	–	–	0.02%	509
2024 Q4	$262K	Hold	8,114	–	–	0.02%	518
2024 Q3	$256K	Hold	8,114	–	–	0.02%	528
2024 Q2	$248K	Hold	8,114	–	–	0.02%	514
2024 Q1	$238K	Hold	8,114	–	–	0.02%	541
2023 Q4	$225K	Hold	8,114	–	–	0.02%	535
2023 Q3	$207K	Hold	8,114	–	–	0.02%	540
2023 Q2	$212K	Buy	+8,114	New	+$202K	0.02%	578

Other funds holding BUFB

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

4WM

4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Schechter Investment Advisors's BUFB Position: Q1 2025 in Review

Schechter Investment Advisors held its Innovator Laddered Allocation Buffer ETF (BUFB) position steady in Q1 2025 at 8,114 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #509.

Schechter Investment Advisors first reported a position in BUFB in Q2 2023 and has held it in 8 quarters since. The position peaked at $262K in Q4 2024. 72 funds tracked by Wall St. Rank hold BUFB as of Q1 2025.

Schechter Investment Advisors held 8,114 shares of Innovator Laddered Allocation Buffer ETF worth $255K as of Q1 2025.
Schechter Investment Advisors left its Innovator Laddered Allocation Buffer ETF share count unchanged in Q1 2025.
Innovator Laddered Allocation Buffer ETF made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #509 holding.
Schechter Investment Advisors first reported a position in Innovator Laddered Allocation Buffer ETF in Q2 2023 and has held it in 8 quarters since.
Schechter Investment Advisors's Innovator Laddered Allocation Buffer ETF position peaked at $262K in Q4 2024.
72 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.