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Innovator Etfs Trust Laddered Allocation Buffer Etf shares owned by Balance Wealth

Quarter-by-quarter ownership of Innovator Etfs Trust Laddered Allocation Buffer Etf (BUFB) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Innovator Etfs Trust Laddered Allocation Buffer Etf

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust Laddered Allocation Buffer Etf held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Trust Laddered Allocation Buffer Etf by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 36k 35.74
2025-06-30 $1.3M 38k 33.88
2025-03-31 $983k 31k 31.42

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding Innovator Etfs Trust Laddered Allocation Buffer Etf

Capital Asset Advisory Services
Axxcess Wealth Management
LPL Financial
HighTower Advisors
Seros Financial
Envestnet Asset Management
Advisor Group Holdings
Syntegra Private Wealth Group
Gwn Securities
Capital Wealth Management
Diversify Wealth Management
Cetera Investment Advisers
Kfg Wealth Management
Kathmere Capital Management
Columbia Advisory Partners

View all funds holding Innovator Etfs Trust Laddered Allocation Buffer Etf