SWP
IBUF

Summit Wealth Partners’s Innovator International Developed 10 Buffer ETF - Quarterly IBUF Stock Holding History

Summit Wealth Partners’s Portfolio IBUF Stock Details IBUF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$290K Buy
9,224
+2,078
+29% +$63.6K 0.04% 234
2026
Q1 		$211K Buy
+7,146
New +$211K 0.03% 266

Other funds holding IBUF

NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Summit Wealth Partners's IBUF Position: Q2 2026 in Review

Summit Wealth Partners increased its Innovator International Developed 10 Buffer ETF - Quarterly (IBUF) stake by 29% in Q2 2026, buying an estimated $63.6K and bringing the position to 9,224 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #234.

Summit Wealth Partners first reported a position in IBUF in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold IBUF as of Q2 2026.

  • Summit Wealth Partners held 9,224 shares of Innovator International Developed 10 Buffer ETF - Quarterly worth $290K as of Q2 2026.
  • Summit Wealth Partners bought 2,078 Innovator International Developed 10 Buffer ETF - Quarterly shares in Q2 2026, an estimated $63.6K.
  • Innovator International Developed 10 Buffer ETF - Quarterly made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #234 holding.
  • Summit Wealth Partners first reported a position in Innovator International Developed 10 Buffer ETF - Quarterly in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Innovator International Developed 10 Buffer ETF - Quarterly as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.