Buska Wealth Management, LLC BNOV — INNOVATOR ETFS TRUST

Ownership history in Buska Wealth Management, LLC  ·  8 quarters on record

AI Ownership Summary

Buska Wealth Management, LLC reported INNOVATOR ETFS TRUST (BNOV) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 2.2% in 2024 Q2. The latest visible filing shows BNOV at 0.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BNOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Buska Wealth Management, LLC's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BNOV was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.2% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BNOV stock page Buska Wealth Management, LLC fund profile Buska Wealth Management, LLC full holdings
How Buska Wealth Management, LLC held BNOV — position size vs. price
% of Fund (quarterly)    BNOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 42,849 -14,172 -24.9% 0.74% $1.8M 2026-04-13 $44.79
2025 Q4 REDUCED 26.3% -3.2% ✅ 57,021 -20,320 -26.3% 0.94% $2.5M 2026-01-22 $44.81
2025 Q3 REDUCED 20.7% +2.9% ❌ 77,341 -20,133 -20.7% 1.01% $3.4M 2025-11-12 $44.22
2025 Q2 REDUCED 28.3% +5.4% ❌ 97,474 -38,471 -28.3% 1.10% $4.0M 2025-07-14 $41.53
2025 Q1 REDUCED — — — 135,945 -6,367 -4.5% 1.63% $5.2M 2025-04-09 $37.41
2024 Q4 REDUCED — — — 142,312 -1,071 -0.7% 1.79% $5.6M 2025-03-04 $38.96
2024 Q3 REDUCED — — — 143,383 -5,518 -3.7% 1.90% $5.5M 2024-10-01 $38.10
2024 Q2 INITIATED — — — 148,901 — — 2.20% $5.6M 2024-07-01 $37.41

🏢 Other funds also holding BNOV

As of 2026 Q1 — sorted by position size

Lantz Financial LLC 3Y 7Y 2.48% McAlister, Sweet & Associates, Inc. 3Y 2.16% My Personal CFO, LLC 3Y 1.11% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 0.38% Chris Bulman Inc 0.35% Brookstone Capital Management 3Y 7Y 0.35% Maltin Wealth Management, Inc. 3Y 0.2% DHJJ Financial Advisors, Ltd. 3Y 0.15% Beacon Financial Advisory LLC 3Y 0.15% CORRADO ADVISORS, LLC 3Y 7Y 0.13%

FAQ About Buska Wealth Management, LLC and BNOV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Buska Wealth Management, LLC reported owning BNOV?

Buska Wealth Management, LLC reported BNOV across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BNOV position in Buska Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BNOV was 2.20% in 2024 Q2.

What is the latest reported BNOV position on this page?

The most recent filing on this page is 2026 Q1, when Buska Wealth Management, LLC reported 42,849 shares, equal to 0.74% of portfolio, with an estimated market value of $1.8M.

What does the chart on this BNOV ownership page compare?

The chart compares Buska Wealth Management, LLC's quarterly BNOV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Buska Wealth Management, LLC time their BNOV position?

Based on 13F filing dates vs. subsequent BNOV price moves, Buska Wealth Management, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on BNOV relative to SPY over the holding period was -3.9%.

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