Truist Financial’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Truist Financial’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	$746K	Sell	18,970 -412	-2%	-$15.8K	﹤0.01%	1953
2026 Q1	$696K	Sell	19,382 -880	-4%	-$32.3K	﹤0.01%	1889
2025 Q4	$742K	Sell	20,262 -3,172	-14%	-$114K	﹤0.01%	1825
2025 Q3	$838K	Buy	23,434 +792	+3%	+$27.5K	﹤0.01%	1759
2025 Q2	$767K	Buy	22,642 +4,655	+26%	+$148K	﹤0.01%	1734
2025 Q1	$565K	Buy	17,987 +306	+2%	+$9.92K	﹤0.01%	1799
2024 Q4	$571K	Sell	17,681 -61,798	-78%	-$1.99M	﹤0.01%	1795
2024 Q3	$2.51M	Buy	79,479 +5,591	+8%	+$173K	﹤0.01%	1137
2024 Q2	$2.26M	Sell	73,888 -46,815	-39%	-$1.39M	﹤0.01%	1211
2024 Q1	$3.55M	Buy	120,703 +5,226	+5%	+$149K	0.01%	1018
2023 Q4	$3.21M	Buy	+115,477	New	+$3.04M	0.01%	1032

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 $103B AUM 28.65% 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

Truist Financial's BUFB Position: Q2 2026 in Review

Truist Financial reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 2.1% in Q2 2026, selling an estimated $15.8K and leaving 18,970 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Truist Financial first reported a position in BUFB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.55M in Q1 2024. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

Truist Financial held 18,970 shares of Innovator Laddered Allocation Buffer ETF worth $746K as of Q2 2026.
Truist Financial sold 412 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $15.8K.
Innovator Laddered Allocation Buffer ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1953 holding.
Truist Financial first reported a position in Innovator Laddered Allocation Buffer ETF in Q4 2023 and has held it in 11 quarters since.
Truist Financial's Innovator Laddered Allocation Buffer ETF position peaked at $3.55M in Q1 2024.
96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.