SF
BUFB icon

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

Seros 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 		$1.75M Sell
48,854
-171,954
-78% -$6.31M 1.12% 17
2025
Q4 		$8.09M Buy
220,808
+6,538
+3% +$236K 4.74% 8
2025
Q3 		$7.66M Buy
214,270
+6,677
+3% +$232K 4.63% 9
2025
Q2 		$7.03M Buy
207,593
+4,986
+2% +$159K 4.46% 12
2025
Q1 		$6.37M Buy
+202,607
New +$6.57M 4.76% 10

Other funds holding BUFB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GS
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
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 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 $157M AUM 17.04% 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 $71.6B AUM 21.08% 1-Year Est. Return

Seros Financial's BUFB Position: Q1 2026 in Review

Seros Financial reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 78% in Q1 2026, selling an estimated $6.31M and leaving 48,854 shares worth $1.75M. The position accounts for 1.12% of the portfolio, ranked #17.

Seros Financial first reported a position in BUFB in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.09M in Q4 2025. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

  • Seros Financial held 48,854 shares of Innovator Laddered Allocation Buffer ETF worth $1.75M as of Q1 2026.
  • Seros Financial sold 171,954 Innovator Laddered Allocation Buffer ETF shares in Q1 2026, an estimated $6.31M.
  • Innovator Laddered Allocation Buffer ETF made up 1.12% of Seros Financial's portfolio in Q1 2026, its #17 holding.
  • Seros Financial first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2025 and has held it in 5 quarters since.
  • Seros Financial's Innovator Laddered Allocation Buffer ETF position peaked at $8.09M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on Seros Financial's 13F filing for Q1 2026, filed 5 May 2026.