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Trail Ridge Investment Advisors’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Trail Ridge Investment Advisors’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
2025
Q3 		– Sell
-6,068
Closed -$209K – 108
2025
Q2 		$209K Buy
+6,068
New +$194K 0.1% 103

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SPWG
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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

Trail Ridge Investment Advisors's BUFB Position: Q3 2025 in Review

Trail Ridge Investment Advisors sold out of Innovator Laddered Allocation Buffer ETF (BUFB) in Q3 2025, closing a stake of 6,068 shares — an estimated $209K sold.

Trail Ridge Investment Advisors first reported a position in BUFB in Q2 2025 and held it in 1 quarter. The position peaked at $209K in Q2 2025. 76 funds tracked by Wall St. Rank hold BUFB as of Q3 2025.

  • Trail Ridge Investment Advisors reported no remaining Innovator Laddered Allocation Buffer ETF position as of Q3 2025 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 6,068 Innovator Laddered Allocation Buffer ETF shares in Q3 2025, an estimated $209K.
  • Trail Ridge Investment Advisors first reported a position in Innovator Laddered Allocation Buffer ETF in Q2 2025 and held it in 1 quarter.
  • Trail Ridge Investment Advisors's Innovator Laddered Allocation Buffer ETF position peaked at $209K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q3 2025.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.