WWM
BUFB icon

Western Wealth Management’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Western Wealth Management’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
Q1 		$436K Sell
12,132
-262
-2% -$9.61K 0.02% 678
2025
Q4 		$454K Sell
12,394
-349
-3% -$12.6K 0.02% 540
2025
Q3 		$455K Sell
12,743
-144
-1% -$5K 0.02% 468
2025
Q2 		$437K Hold
12,887
– – 0.03% 448
2025
Q1 		$405K Buy
12,887
+1,946
+18% +$63.1K 0.03% 442
2024
Q4 		$353K Buy
10,941
+3,491
+47% +$112K 0.02% 472
2024
Q3 		$235K Buy
+7,450
New +$230K 0.01% 671

Other funds holding BUFB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Western Wealth Management's BUFB Position: Q1 2026 in Review

Western Wealth Management reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 2.1% in Q1 2026, selling an estimated $9.61K and leaving 12,132 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #678.

Western Wealth Management first reported a position in BUFB in Q3 2024 and has held it in 7 quarters since. The position peaked at $455K in Q3 2025. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

  • Western Wealth Management held 12,132 shares of Innovator Laddered Allocation Buffer ETF worth $436K as of Q1 2026.
  • Western Wealth Management sold 262 Innovator Laddered Allocation Buffer ETF shares in Q1 2026, an estimated $9.61K.
  • Innovator Laddered Allocation Buffer ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #678 holding.
  • Western Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q3 2024 and has held it in 7 quarters since.
  • Western Wealth Management's Innovator Laddered Allocation Buffer ETF position peaked at $455K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.