Seros Financial
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
Q3 		$2.01M Buy
49,865
+677
+1% +$27K 1.02% 17
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

Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
AGH Wealth Advisors
AGH Wealth Advisors Wichita, Kansas $172M AUM 28.24% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Seros Financial's BUFB Position: Q3 2026 in Review

Seros Financial increased its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 1.4% in Q3 2026, buying an estimated $27K and bringing the position to 49,865 shares worth $2.01M. The position accounts for 1.02% of the portfolio, ranked #17.

Seros Financial first reported a position in BUFB in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.09M in Q4 2025. 27 funds tracked by Wall St. Rank hold BUFB as of Q3 2026.

  • Seros Financial held 49,865 shares of Innovator Laddered Allocation Buffer ETF worth $2.01M as of Q3 2026.
  • Seros Financial bought 677 Innovator Laddered Allocation Buffer ETF shares in Q3 2026, an estimated $27K.
  • Innovator Laddered Allocation Buffer ETF made up 1.02% of Seros Financial's portfolio in Q3 2026, its #17 holding.
  • Seros Financial first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2025 and has held it in 7 quarters since.
  • Seros Financial's Innovator Laddered Allocation Buffer ETF position peaked at $8.09M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q3 2026.

Based on Seros Financial's 13F filing for Q3 2026, filed 21 Oct 2026.