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

TopTier Wealth Management’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 		– Sell
-1,201
Closed -$43.1K – 204
2026
Q1 		$43.1K Buy
+1,201
New +$44.1K 0.03% 240

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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

TopTier Wealth Management's BUFB Position: Q2 2026 in Review

TopTier Wealth Management sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q2 2026, closing a stake of 1,201 shares — an estimated $43.1K sold.

TopTier Wealth Management first reported a position in BUFB in Q1 2026 and held it in 1 quarter. The position peaked at $43.1K in Q1 2026. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • TopTier Wealth Management reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 1,201 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $43.1K.
  • TopTier Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Innovator Laddered Allocation Buffer ETF position peaked at $43.1K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.