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 Q3	$11.2M	Buy	201,583 +15,170	+8%	+$836K	2.06%	8
2026 Q2	$10.2M	Buy	186,413 +3,664	+2%	+$195K	1.94%	8
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

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

WealthPLAN Partners's BFLB Position: Q3 2026 in Review

WealthPLAN Partners increased its BufferLABS US Equity Dynamic Buffer ETF (BFLB) stake by 8.1% in Q3 2026, buying an estimated $836K and bringing the position to 201,583 shares worth $11.2M. The position accounts for 2.06% of the portfolio, ranked #8.

WealthPLAN Partners first reported a position in BFLB in Q4 2025 and has held it in 4 quarters since. 3 funds tracked by Wall St. Rank hold BFLB as of Q3 2026.

WealthPLAN Partners held 201,583 shares of BufferLABS US Equity Dynamic Buffer ETF worth $11.2M as of Q3 2026.
WealthPLAN Partners bought 15,170 BufferLABS US Equity Dynamic Buffer ETF shares in Q3 2026, an estimated $836K.
BufferLABS US Equity Dynamic Buffer ETF made up 2.06% of WealthPLAN Partners's portfolio in Q3 2026, its #8 holding.
WealthPLAN Partners first reported a position in BufferLABS US Equity Dynamic Buffer ETF in Q4 2025 and has held it in 4 quarters since.
3 funds tracked by Wall St. Rank held BufferLABS US Equity Dynamic Buffer ETF as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.