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
2026 Q2	$210K	Buy	+5,346	New	+$205K	0.09%	93
2025 Q3	–	Sell	-6,068	Closed	-$209K	–	108
2025 Q2	$209K	Buy	+6,068	New	+$194K	0.1%	103

Other funds holding BUFB

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

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

Trail Ridge Investment Advisors's BUFB Position: Q2 2026 in Review

Trail Ridge Investment Advisors opened a new position in Innovator Laddered Allocation Buffer ETF (BUFB) in Q2 2026: 5,346 shares worth $210K. The stake represents 0.09% of the portfolio and ranks #93 among its holdings. This is a return to the name: Trail Ridge Investment Advisors previously reported a position in BUFB as recently as Q2 2025.

Trail Ridge Investment Advisors first reported a position in BUFB in Q2 2025 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

Trail Ridge Investment Advisors held 5,346 shares of Innovator Laddered Allocation Buffer ETF worth $210K as of Q2 2026.
Innovator Laddered Allocation Buffer ETF was a new Trail Ridge Investment Advisors position in Q2 2026.
Innovator Laddered Allocation Buffer ETF made up 0.09% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #93 holding.
Trail Ridge Investment Advisors first reported a position in Innovator Laddered Allocation Buffer ETF in Q2 2025 and has held it in 2 quarters since.
95 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.