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
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

WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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 Partners's BFLB Position: Q2 2026 in Review

WealthPLAN Partners increased its BufferLABS US Equity Dynamic Buffer ETF (BFLB) stake by 2% in Q2 2026, buying an estimated $195K and bringing the position to 186,413 shares worth $10.2M. The position accounts for 1.94% of the portfolio, ranked #8.

WealthPLAN Partners first reported a position in BFLB in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold BFLB as of Q2 2026.

  • WealthPLAN Partners held 186,413 shares of BufferLABS US Equity Dynamic Buffer ETF worth $10.2M as of Q2 2026.
  • WealthPLAN Partners bought 3,664 BufferLABS US Equity Dynamic Buffer ETF shares in Q2 2026, an estimated $195K.
  • BufferLABS US Equity Dynamic Buffer ETF made up 1.94% of WealthPLAN Partners's portfolio in Q2 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 3 quarters since.
  • 7 funds tracked by Wall St. Rank held BufferLABS US Equity Dynamic Buffer ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.