WIM
BFLB

WealthPlan Investment Management’s BufferLABS US Equity Dynamic Buffer ETF BFLB Stock Holding History

WealthPlan Investment Management’s Portfolio BFLB Stock Details BFLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.4M Sell
944,860
-101,241
-10% -$5.39M 2.55% 5
2026
Q1 		$52.1M Buy
1,046,101
+13,752
+1% +$702K 2.9% 3
2025
Q4 		$52.7M Buy
+1,032,349
New +$52.1M 3.36% 3

Other funds holding BFLB

WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPlan Investment Management's BFLB Position: Q2 2026 in Review

WealthPlan Investment Management reduced its BufferLABS US Equity Dynamic Buffer ETF (BFLB) stake by 9.7% in Q2 2026, selling an estimated $5.39M and leaving 944,860 shares worth $51.4M. The position accounts for 2.55% of the portfolio, ranked #5.

WealthPlan Investment Management first reported a position in BFLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.7M in Q4 2025. 7 funds tracked by Wall St. Rank hold BFLB as of Q2 2026.

  • WealthPlan Investment Management held 944,860 shares of BufferLABS US Equity Dynamic Buffer ETF worth $51.4M as of Q2 2026.
  • WealthPlan Investment Management sold 101,241 BufferLABS US Equity Dynamic Buffer ETF shares in Q2 2026, an estimated $5.39M.
  • BufferLABS US Equity Dynamic Buffer ETF made up 2.55% of WealthPlan Investment Management's portfolio in Q2 2026, its #5 holding.
  • WealthPlan Investment Management first reported a position in BufferLABS US Equity Dynamic Buffer ETF in Q4 2025 and has held it in 3 quarters since.
  • WealthPlan Investment Management's BufferLABS US Equity Dynamic Buffer ETF position peaked at $52.7M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held BufferLABS US Equity Dynamic Buffer ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.