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 Q2	$477K	Hold	12,132	–	–	0.02%	692
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%	557
2024 Q3	$235K	Buy	+7,450	New	+$230K	0.01%	671

Other funds holding BUFB

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Western Wealth Management's BUFB Position: Q2 2026 in Review

Western Wealth Management held its Innovator Laddered Allocation Buffer ETF (BUFB) position steady in Q2 2026 at 12,132 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #692.

Western Wealth Management first reported a position in BUFB in Q3 2024 and has held it in 8 quarters since. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

Western Wealth Management held 12,132 shares of Innovator Laddered Allocation Buffer ETF worth $477K as of Q2 2026.
Western Wealth Management left its Innovator Laddered Allocation Buffer ETF share count unchanged in Q2 2026.
Innovator Laddered Allocation Buffer ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #692 holding.
Western Wealth Management first reported a position in Innovator Laddered Allocation Buffer ETF in Q3 2024 and has held it in 8 quarters since.
96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.