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Visionary Wealth Advisors’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Visionary Wealth 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 		$1.18M Sell
29,894
-826
-3% -$31.7K 0.05% 288
2026
Q1 		$1.1M Sell
30,720
-3,611
-11% -$132K 0.05% 263
2025
Q4 		$1.26M Buy
34,331
+254
+0.7% +$9.16K 0.06% 240
2025
Q3 		$1.22M Sell
34,077
-762
-2% -$26.5K 0.06% 249
2025
Q2 		$1.18M Sell
34,839
-36,473
-51% -$1.16M 0.06% 251
2025
Q1 		$2.24M Sell
71,312
-14,538
-17% -$471K 0.13% 160
2024
Q4 		$2.77M Buy
85,850
+1,487
+2% +$47.9K 0.16% 141
2024
Q3 		$2.66M Buy
84,363
+8,248
+11% +$255K 0.16% 142
2024
Q2 		$2.32M Sell
76,115
-22,299
-23% -$662K 0.15% 153
2024
Q1 		$2.89M Sell
98,414
-4,599
-4% -$132K 0.2% 133
2023
Q4 		$2.86M Sell
103,013
-7,668
-7% -$202K 0.21% 124
2023
Q3 		$2.82M Sell
110,681
-768
-0.7% -$20.1K 0.23% 116
2023
Q2 		$2.91M Buy
111,449
+23,141
+26% +$576K 0.23% 110
2023
Q1 		$2.16M Buy
88,308
+37,808
+75% +$903K 0.18% 122
2022
Q4 		$1.16M Buy
50,500
+36,237
+254% +$832K 0.11% 164
2022
Q3 		$309K Buy
14,263
+71
+0.5% +$1.65K 0.03% 289
2022
Q2 		$317K Buy
14,192
+1,000
+8% +$23.5K 0.03% 313
2022
Q1 		$331K Buy
+13,192
New +$323K 0.03% 308

Other funds holding BUFB

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

Visionary Wealth Advisors's BUFB Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 2.7% in Q2 2026, selling an estimated $31.7K and leaving 29,894 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #288.

Visionary Wealth Advisors first reported a position in BUFB in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.91M in Q2 2023. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

  • Visionary Wealth Advisors held 29,894 shares of Innovator Laddered Allocation Buffer ETF worth $1.18M as of Q2 2026.
  • Visionary Wealth Advisors sold 826 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $31.7K.
  • Innovator Laddered Allocation Buffer ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #288 holding.
  • Visionary Wealth Advisors first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2022 and has held it in 18 quarters since.
  • Visionary Wealth Advisors's Innovator Laddered Allocation Buffer ETF position peaked at $2.91M in Q2 2023.
  • 96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.