SW
BUFB icon

Simplicity Wealth’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Simplicity Wealth’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 		$440K Sell
12,246
-468
-4% -$17.2K 0.02% 483
2025
Q4 		$466K Buy
+12,714
New +$459K 0.03% 449

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

Simplicity Wealth's BUFB Position: Q1 2026 in Review

Simplicity Wealth reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 3.7% in Q1 2026, selling an estimated $17.2K and leaving 12,246 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #483.

Simplicity Wealth first reported a position in BUFB in Q4 2025 and has held it in 2 quarters since. The position peaked at $466K in Q4 2025. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

  • Simplicity Wealth held 12,246 shares of Innovator Laddered Allocation Buffer ETF worth $440K as of Q1 2026.
  • Simplicity Wealth sold 468 Innovator Laddered Allocation Buffer ETF shares in Q1 2026, an estimated $17.2K.
  • Innovator Laddered Allocation Buffer ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #483 holding.
  • Simplicity Wealth first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • Simplicity Wealth's Innovator Laddered Allocation Buffer ETF position peaked at $466K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.