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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
Q2 		$1.93M Buy
49,188
+334
+0.7% +$12.8K 1.01% 18
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 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

Seros Financial's BUFB Position: Q2 2026 in Review

Seros Financial increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 0.68% in Q2 2026, buying an estimated $12.8K and bringing the position to 49,188 shares worth $1.93M. The position accounts for 1.01% of the portfolio, ranked #18.

Seros Financial first reported a position in BUFB in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.09M in Q4 2025. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • Seros Financial held 49,188 shares of Innovator Laddered Allocation Buffer ETF worth $1.93M as of Q2 2026.
  • Seros Financial bought 334 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $12.8K.
  • Innovator Laddered Allocation Buffer ETF made up 1.01% of Seros Financial's portfolio in Q2 2026, its #18 holding.
  • Seros Financial first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2025 and has held it in 6 quarters since.
  • Seros Financial's Innovator Laddered Allocation Buffer ETF position peaked at $8.09M in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Seros Financial's 13F filing for Q2 2026, filed 13 Aug 2026.