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Steward Partners Investment Advisory’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Steward Partners Investment Advisory’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 		$928K Sell
23,597
-105
-0.4% -$4.04K ﹤0.01% 1328
2026
Q1 		$851K Sell
23,702
-50
-0.2% -$1.83K ﹤0.01% 1251
2025
Q4 		$870K Buy
23,752
+852
+4% +$30.7K ﹤0.01% 1137
2025
Q3 		$818K Sell
22,900
-17,350
-43% -$603K ﹤0.01% 1143
2025
Q2 		$1.36M Sell
40,250
-6,253
-13% -$199K 0.01% 860
2025
Q1 		$1.46M Sell
46,503
-39,376
-46% -$1.28M 0.01% 776
2024
Q4 		$2.77M Buy
85,879
+2,582
+3% +$83.1K 0.02% 538
2024
Q3 		$2.63M Buy
83,297
+17,375
+26% +$537K 0.02% 536
2024
Q2 		$2.01M Buy
65,922
+64,034
+3,392% +$1.9M 0.02% 579
2024
Q1 		$55.5K Hold
1,888
– – ﹤0.01% 2053
2023
Q4 		$52.4K Buy
+1,888
New +$49.7K ﹤0.01% 1970
2023
Q2 		– Sell
-161
Closed -$3.94K – 3328
2023
Q1 		$3.94K Buy
+161
New +$3.84K ﹤0.01% 2854

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 $103B AUM 28.65% 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

Steward Partners Investment Advisory's BUFB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 0.44% in Q2 2026, selling an estimated $4.04K and leaving 23,597 shares worth $928K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Steward Partners Investment Advisory first reported a position in BUFB in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.77M in Q4 2024. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • Steward Partners Investment Advisory held 23,597 shares of Innovator Laddered Allocation Buffer ETF worth $928K as of Q2 2026.
  • Steward Partners Investment Advisory sold 105 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $4.04K.
  • Innovator Laddered Allocation Buffer ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1328 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2023 and has held it in 12 quarters since.
  • Steward Partners Investment Advisory's Innovator Laddered Allocation Buffer ETF position peaked at $2.77M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.