Syntegra Private Wealth Group’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Syntegra Private Wealth Group’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	$7.52M	Sell	191,269 -1,839	-1%	-$70.7K	0.58%	20
2026 Q1	$6.93M	Buy	193,108 +3,913	+2%	+$144K	0.66%	22
2025 Q4	$6.93M	Buy	189,195 +10,024	+6%	+$362K	0.64%	21
2025 Q3	$6.4M	Buy	179,171 +24,938	+16%	+$867K	0.6%	22
2025 Q2	$5.23M	Buy	154,233 +3,134	+2%	+$99.9K	0.53%	23
2025 Q1	$4.75M	Buy	151,099 +85,772	+131%	+$2.78M	0.56%	23
2024 Q4	$2.11M	Buy	65,327 +6,143	+10%	+$198K	0.24%	33
2024 Q3	$1.87M	Buy	59,184 +4,707	+9%	+$145K	0.22%	32
2024 Q2	$1.66M	Hold	54,477	–	–	0.21%	36
2024 Q1	$1.6M	Buy	54,477 +9,240	+20%	+$264K	0.21%	36
2023 Q4	$1.26M	Buy	45,237 +13,226	+41%	+$348K	0.18%	36
2023 Q3	$816K	Buy	32,011 +1,298	+4%	+$34K	0.13%	48
2023 Q2	$803K	Buy	30,713 +10,405	+51%	+$259K	0.12%	49
2023 Q1	$496K	Buy	+20,308	New	+$485K	0.09%	69

Other funds holding BUFB

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

HWMO

Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 32.53% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Syntegra Private Wealth Group's BUFB Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 0.95% in Q2 2026, selling an estimated $70.7K and leaving 191,269 shares worth $7.52M. The position accounts for 0.58% of the portfolio, ranked #20.

Syntegra Private Wealth Group first reported a position in BUFB in Q1 2023 and has held it in 14 quarters since. 44 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

Syntegra Private Wealth Group held 191,269 shares of Innovator Laddered Allocation Buffer ETF worth $7.52M as of Q2 2026.
Syntegra Private Wealth Group sold 1,839 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $70.7K.
Innovator Laddered Allocation Buffer ETF made up 0.58% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #20 holding.
Syntegra Private Wealth Group first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2023 and has held it in 14 quarters since.
44 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.