WP
BFLB

WealthPLAN Partners’s BufferLABS US Equity Dynamic Buffer ETF BFLB Stock Holding History

WealthPLAN Partners’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
Q1 		$9.1M Buy
182,749
+29,472
+19% +$1.5M 1.76% 10
2025
Q4 		$7.82M Buy
+153,277
New +$7.73M 1.17% 17

Other funds holding BFLB

WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthPLAN Partners's BFLB Position: Q1 2026 in Review

WealthPLAN Partners increased its BufferLABS US Equity Dynamic Buffer ETF (BFLB) stake by 19% in Q1 2026, buying an estimated $1.5M and bringing the position to 182,749 shares worth $9.1M. The position accounts for 1.76% of the portfolio, ranked #10.

WealthPLAN Partners first reported a position in BFLB in Q4 2025 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold BFLB as of Q1 2026.

  • WealthPLAN Partners held 182,749 shares of BufferLABS US Equity Dynamic Buffer ETF worth $9.1M as of Q1 2026.
  • WealthPLAN Partners bought 29,472 BufferLABS US Equity Dynamic Buffer ETF shares in Q1 2026, an estimated $1.5M.
  • BufferLABS US Equity Dynamic Buffer ETF made up 1.76% of WealthPLAN Partners's portfolio in Q1 2026, its #10 holding.
  • WealthPLAN Partners first reported a position in BufferLABS US Equity Dynamic Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held BufferLABS US Equity Dynamic Buffer ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.